PFW Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

PFW Advisors’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	$488K	Hold	1,714	–	–	0.14%	80
2026 Q2	$520K	Hold	1,714	–	–	0.15%	81
2026 Q1	$449K	Hold	1,714	–	–	0.14%	84
2025 Q4	$442K	Hold	1,714	–	–	0.13%	87
2025 Q3	$436K	Sell	1,714 -780	-31%	-$193K	0.13%	92
2025 Q2	$591K	Hold	2,494	–	–	0.18%	82
2025 Q1	$553K	Hold	2,494	–	–	0.17%	84
2024 Q4	$599K	Buy	+2,494	New	+$614K	0.18%	81
2024 Q2	$544K	Hold	2,494	–	–	0.17%	84
2024 Q1	$570K	Hold	2,494	–	–	0.17%	85
2023 Q4	$532K	Sell	2,494 -341	-12%	-$65.7K	0.17%	86
2023 Q3	$536K	Hold	2,835	–	–	0.19%	77
2023 Q2	$572K	Buy	+2,835	New	+$536K	0.19%	74
2019 Q3	$592K	Buy	+2,494	New	+$387K	0.18%	84

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

PFW Advisors's VB Position: Q3 2026 in Review

PFW Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,714 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #80.

PFW Advisors first reported a position in VB in Q3 2019 and has held it in 14 quarters since. The position peaked at $599K in Q4 2024. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

PFW Advisors held 1,714 shares of Vanguard Morningstar Small-Cap ETF worth $488K as of Q3 2026.
PFW Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.14% of PFW Advisors's portfolio in Q3 2026, its #80 holding.
PFW Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $599K in Q4 2024.
645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.