Sara-Bay Financial
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Sara-Bay Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sara-Bay Financial’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 		$775K Buy
2,724
+112
+4% +$33.4K 0.2% 44
2026
Q2 		$792K Buy
2,612
+70
+3% +$20.1K 0.21% 41
2026
Q1 		$666K Buy
2,542
+59
+2% +$16K 0.2% 36
2025
Q4 		$647K Buy
2,483
+289
+13% +$74K 0.19% 41
2025
Q3 		$558K Buy
2,194
+85
+4% +$21.1K 0.16% 49
2025
Q2 		$500K Sell
2,109
-279
-12% -$62.2K 0.18% 44
2025
Q1 		$529K Buy
2,388
+149
+7% +$35.6K 0.23% 47
2024
Q4 		$538K Buy
2,239
+352
+19% +$86.6K 0.2% 48
2024
Q3 		$448K Sell
1,887
-370
-16% -$84.1K 0.16% 62
2024
Q2 		$492K Buy
2,257
+679
+43% +$149K 0.2% 61
2024
Q1 		$358K Buy
1,578
+103
+7% +$22.2K 0.16% 69
2023
Q4 		$315K Buy
1,475
+267
+22% +$51.4K 0.15% 68
2023
Q3 		$228K Buy
1,208
+162
+15% +$32.3K 0.12% 70
2023
Q2 		$208K Buy
+1,046
New +$198K 0.1% 76
2022
Q1 		– Sell
-982
Closed -$222K – 84
2021
Q4 		$222K Buy
982
+9
+0.9% +$2.04K 0.07% 77
2021
Q3 		$213K Buy
973
+12
+1% +$2.67K 0.08% 72
2021
Q2 		$216K Buy
961
+28
+3% +$6.2K 0.08% 74
2021
Q1 		$200K Buy
+933
New +$197K 0.08% 77
2020
Q3 		– Sell
-1,533
Closed -$223K – 78
2020
Q2 		$223K Buy
+1,533
New +$206K 0.13% 72

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sara-Bay Financial's VB Position: Q3 2026 in Review

Sara-Bay Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q3 2026, buying an estimated $33.4K and bringing the position to 2,724 shares worth $775K. The position accounts for 0.2% of the portfolio, ranked #44.

Sara-Bay Financial first reported a position in VB in Q2 2020 and has held it in 19 quarters since. The position peaked at $792K in Q2 2026. 2,040 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Sara-Bay Financial held 2,724 shares of Vanguard Morningstar Small-Cap ETF worth $775K as of Q3 2026.
  • Sara-Bay Financial bought 112 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $33.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of Sara-Bay Financial's portfolio in Q3 2026, its #44 holding.
  • Sara-Bay Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • Sara-Bay Financial's Vanguard Morningstar Small-Cap ETF position peaked at $792K in Q2 2026.
  • 2,040 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sara-Bay Financial's 13F filing for Q3 2026, filed 21 Oct 2026.