Savvy Advisors Inc
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Savvy Advisors Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Savvy Advisors Inc’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 		$19.4M Buy
68,223
+10,982
+19% +$3.27M 0.32% 60
2026
Q2 		$17.4M Buy
57,241
+935
+2% +$268K 0.37% 53
2026
Q1 		$14.7M Buy
56,306
+3,696
+7% +$1M 0.39% 54
2025
Q4 		$13.6M Buy
52,610
+6,926
+15% +$1.77M 0.44% 48
2025
Q3 		$11.6M Buy
45,684
+22,989
+101% +$5.7M 0.53% 41
2025
Q2 		$5.38M Sell
22,695
-324
-1% -$72.3K 0.36% 49
2025
Q1 		$5.1M Buy
23,019
+1,631
+8% +$390K 0.51% 36
2024
Q4 		$5.14M Buy
21,388
+13,135
+159% +$3.23M 0.62% 29
2024
Q3 		$1.96M Sell
8,253
-3,363
-29% -$764K 0.4% 51
2024
Q2 		$2.53M Buy
11,616
+9,951
+598% +$2.19M 0.83% 21
2024
Q1 		$381K Sell
1,665
-138
-8% -$29.7K 0.22% 127
2023
Q4 		$385K Buy
+1,803
New +$347K 0.37% 81

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Savvy Advisors Inc's VB Position: Q3 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q3 2026, buying an estimated $3.27M and bringing the position to 68,223 shares worth $19.4M. The position accounts for 0.32% of the portfolio, ranked #60.

Savvy Advisors Inc first reported a position in VB in Q4 2023 and has held it in 12 quarters since. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Savvy Advisors Inc held 68,223 shares of Vanguard Morningstar Small-Cap ETF worth $19.4M as of Q3 2026.
  • Savvy Advisors Inc bought 10,982 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $3.27M.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Savvy Advisors Inc's portfolio in Q3 2026, its #60 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.