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

Register Financial 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 		$509K Sell
1,790
-25
-1% -$7.44K 0.16% 141
2026
Q2 		$550K Buy
1,815
+350
+24% +$100K 0.17% 134
2026
Q1 		$384K Buy
1,465
+225
+18% +$60.9K 0.14% 145
2025
Q4 		$320K Buy
1,240
+275
+28% +$70.5K 0.12% 154
2025
Q3 		$245K Buy
965
+36
+4% +$8.93K 0.1% 176
2025
Q2 		$220K Sell
929
-75
-7% -$16.7K 0.1% 176
2025
Q1 		$223K Buy
1,004
+109
+12% +$26K 0.12% 164
2024
Q4 		$215K Buy
895
+65
+8% +$16K 0.11% 165
2024
Q3 		$197K Buy
830
+50
+6% +$11.4K 0.1% 170
2024
Q2 		$170K Buy
780
+45
+6% +$9.9K 0.09% 181
2024
Q1 		$168K Buy
735
+340
+86% +$73.1K 0.09% 185
2023
Q4 		$84.3K Sell
395
-65
-14% -$12.5K 0.06% 196
2023
Q3 		$87K Buy
460
+110
+31% +$21.9K 0.06% 210
2023
Q2 		$69.6K Buy
350
+185
+112% +$35K 0.05% 233
2023
Q1 		$31.3K Buy
+165
New +$32K 0.02% 289

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Register Financial Advisors's VB Position: Q3 2026 in Review

Register Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q3 2026, selling an estimated $7.44K and leaving 1,790 shares worth $509K. The position accounts for 0.16% of the portfolio, ranked #141.

Register Financial Advisors first reported a position in VB in Q1 2023 and has held it in 15 quarters since. The position peaked at $550K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Register Financial Advisors held 1,790 shares of Vanguard Morningstar Small-Cap ETF worth $509K as of Q3 2026.
  • Register Financial Advisors sold 25 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $7.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Register Financial Advisors's portfolio in Q3 2026, its #141 holding.
  • Register Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Register Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $550K in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.