TrueNorth Wealth & Impact, LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$227K	Buy	+801	New	+$239K	0.09%	162

Other funds holding VB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 801 shares worth $227K. The stake represents 0.09% of the portfolio and ranks #162 among its holdings.

2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 801 shares of Vanguard Morningstar Small-Cap ETF worth $227K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.09% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #162 holding.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.