Powers Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Powers Advisory 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	$236K	Sell	829 -24	-3%	-$7.15K	0.07%	119
2026 Q2	$259K	Buy	853 +9	+1%	+$2.58K	0.08%	120
2026 Q1	$221K	Buy	844 +3	+0.4%	+$812	0.08%	122
2025 Q4	$217K	Buy	841 +30	+4%	+$7.69K	0.08%	119
2025 Q3	$206K	Buy	+811	New	+$201K	0.08%	119

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

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

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

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

Powers Advisory Group's VB Position: Q3 2026 in Review

Powers Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.8% in Q3 2026, selling an estimated $7.15K and leaving 829 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #119.

Powers Advisory Group first reported a position in VB in Q3 2025 and has held it in 5 quarters since. The position peaked at $259K in Q2 2026. 577 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Powers Advisory Group held 829 shares of Vanguard Morningstar Small-Cap ETF worth $236K as of Q3 2026.
Powers Advisory Group sold 24 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $7.15K.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Powers Advisory Group's portfolio in Q3 2026, its #119 holding.
Powers Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
Powers Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $259K in Q2 2026.
577 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.