Reyes Financial Architecture’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Reyes Financial Architecture’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	$108K	Hold	380	–	–	0.07%	120
2026 Q2	$115K	Sell	380 -459	-55%	-$132K	0.06%	107
2026 Q1	$220K	Sell	839 -12	-1%	-$3.25K	0.18%	73
2025 Q4	$220K	Buy	851 +12	+1%	+$3.07K	0.13%	76
2025 Q3	$213K	Hold	839	–	–	0.14%	80
2025 Q2	$199K	Sell	839 -251	-23%	-$56K	0.17%	80
2025 Q1	$242K	Buy	1,090 +94	+9%	+$22.4K	0.18%	66
2024 Q4	$239K	Buy	+996	New	+$245K	0.19%	62

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Reyes Financial Architecture's VB Position: Q3 2026 in Review

Reyes Financial Architecture held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 380 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #120.

Reyes Financial Architecture first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $242K in Q1 2025. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Reyes Financial Architecture held 380 shares of Vanguard Morningstar Small-Cap ETF worth $108K as of Q3 2026.
Reyes Financial Architecture left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Reyes Financial Architecture's portfolio in Q3 2026, its #120 holding.
Reyes Financial Architecture first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Reyes Financial Architecture's Vanguard Morningstar Small-Cap ETF position peaked at $242K in Q1 2025.
1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Reyes Financial Architecture's 13F filing for Q3 2026, filed 22 Oct 2026.