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Partnership Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Partnership Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$266K Sell
936
-39
-4% -$11.6K 0.19% 62
2026
Q2 		$296K Sell
975
-19
-2% -$5.45K 0.2% 58
2026
Q1 		$260K Buy
994
+32
+3% +$8.66K 0.2% 59
2025
Q4 		$248K Buy
962
+3
+0.3% +$769 0.18% 64
2025
Q3 		$244K Sell
959
-23
-2% -$5.7K 0.19% 65
2025
Q2 		$233K Sell
982
-250
-20% -$55.8K 0.19% 67
2025
Q1 		$273K Buy
1,232
+2
+0.2% +$478 0.23% 65
2024
Q4 		$296K Buy
1,230
+148
+14% +$36.4K 0.25% 62
2024
Q3 		$257K Sell
1,082
-393
-27% -$89.3K 0.18% 67
2024
Q2 		$322K Sell
1,475
-185
-11% -$40.6K 0.24% 74
2024
Q1 		$379K Buy
1,660
+3
+0.2% +$645 0.27% 79
2023
Q4 		$344K Buy
+1,657
New +$319K 0.26% 78

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Partnership Wealth Management's VB Position: Q3 2026 in Review

Partnership Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q3 2026, selling an estimated $11.6K and leaving 936 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #62.

Partnership Wealth Management first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $379K in Q1 2024. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Partnership Wealth Management held 936 shares of Vanguard Morningstar Small-Cap ETF worth $266K as of Q3 2026.
  • Partnership Wealth Management sold 39 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $11.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Partnership Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Partnership Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $379K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.