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

Physician Wealth 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 		$555K Sell
1,949
-11
-0.6% -$3.28K 0.06% 114
2026
Q2 		$594K Buy
1,960
+91
+5% +$26.1K 0.07% 106
2026
Q1 		$490K Hold
1,869
– – 0.07% 108
2025
Q4 		$482K Sell
1,869
-214
-10% -$54.8K 0.07% 105
2025
Q3 		$530K Sell
2,083
-26
-1% -$6.45K 0.08% 101
2025
Q2 		$500K Sell
2,109
-50
-2% -$11.2K 0.08% 98
2025
Q1 		$479K Hold
2,159
– – 0.08% 96
2024
Q4 		$519K Buy
2,159
+644
+43% +$158K 0.09% 95
2024
Q3 		$364K Buy
+1,515
New +$344K 0.07% 118
2021
Q4 		– Sell
-890
Closed -$202K – 166
2021
Q3 		$202K Sell
890
-229
-20% -$50.9K 0.06% 156
2021
Q2 		$245K Sell
1,119
-54
-5% -$12K 0.07% 132
2021
Q1 		$256K Hold
1,173
– – 0.08% 125
2020
Q4 		$249K Sell
1,173
-306
-21% -$54K 0.08% 119
2020
Q3 		$236K Sell
1,479
-33
-2% -$5.07K 0.09% 114
2020
Q2 		$240K Buy
+1,512
New +$203K 0.1% 116
2020
Q1 		– Sell
-1,210
Closed -$202K – 127
2019
Q4 		$202K Buy
+1,210
New +$193K 0.09% 114

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Physician Wealth Advisors's VB Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.56% in Q3 2026, selling an estimated $3.28K and leaving 1,949 shares worth $555K. The position accounts for 0.06% of the portfolio, ranked #114.

Physician Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 16 quarters since. The position peaked at $594K in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Physician Wealth Advisors held 1,949 shares of Vanguard Morningstar Small-Cap ETF worth $555K as of Q3 2026.
  • Physician Wealth Advisors sold 11 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $3.28K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Physician Wealth Advisors's portfolio in Q3 2026, its #114 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 16 quarters since.
  • Physician Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $594K in Q2 2026.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.