Post Resch Tallon Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Post Resch Tallon Group’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	$1.26M	Buy	4,442 +166	+4%	+$49.4K	0.87%	25
2026 Q2	$1.3M	Buy	4,276 +240	+6%	+$68.8K	0.9%	28
2026 Q1	$1.06M	Buy	4,036 +199	+5%	+$53.9K	0.86%	29
2025 Q4	$990K	Buy	3,837 +10	+0.3%	+$2.56K	0.84%	30
2025 Q3	$973K	Buy	3,827 +167	+5%	+$41.4K	0.86%	30
2025 Q2	$867K	Buy	3,660 +173	+5%	+$38.6K	0.84%	30
2025 Q1	$770K	Buy	3,487 +270	+8%	+$64.5K	0.79%	32
2024 Q4	$772K	Buy	+3,217	New	+$792K	0.74%	33

Other funds holding VB

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return

Post Resch Tallon Group's VB Position: Q3 2026 in Review

Post Resch Tallon Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.9% in Q3 2026, buying an estimated $49.4K and bringing the position to 4,442 shares worth $1.26M. The position accounts for 0.87% of the portfolio, ranked #25.

Post Resch Tallon Group first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q2 2026. 938 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Post Resch Tallon Group held 4,442 shares of Vanguard Morningstar Small-Cap ETF worth $1.26M as of Q3 2026.
Post Resch Tallon Group bought 166 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $49.4K.
Vanguard Morningstar Small-Cap ETF made up 0.87% of Post Resch Tallon Group's portfolio in Q3 2026, its #25 holding.
Post Resch Tallon Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Post Resch Tallon Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.3M in Q2 2026.
938 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.