Polaris Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Polaris Financial Partners’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	$553K	Buy	+1,932	New	+$575K	0.25%	45

Other funds holding VB

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Polaris Financial Partners's VB Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 1,932 shares worth $553K. The stake represents 0.25% of the portfolio and ranks #45 among its holdings.

16 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Polaris Financial Partners held 1,932 shares of Vanguard Morningstar Small-Cap ETF worth $553K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Polaris Financial Partners position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Polaris Financial Partners's portfolio in Q3 2026, its #45 holding.
16 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.