SBI Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SBI Securities’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	$4.3M	Sell	15,119 -76	-0.5%	-$22.6K	0.1%	113
2026 Q2	$4.61M	Buy	15,195 +179	+1%	+$51.3K	0.1%	106
2026 Q1	$3.93M	Sell	15,016 -5	-0%	-$1.35K	0.11%	108
2025 Q4	$3.87M	Sell	15,021 -255	-2%	-$65.3K	0.1%	120
2025 Q3	$3.88M	Sell	15,276 -1,128	-7%	-$280K	0.1%	120
2025 Q2	$3.89M	Buy	16,404 +35	+0.2%	+$7.81K	0.11%	109
2025 Q1	$3.63M	Sell	16,369 -385	-2%	-$91.9K	0.12%	109
2024 Q4	$4.03M	Buy	+16,754	New	+$4.12M	0.12%	105

Other funds holding VB

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities's VB Position: Q3 2026 in Review

SBI Securities reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.5% in Q3 2026, selling an estimated $22.6K and leaving 15,119 shares worth $4.3M. The position accounts for 0.1% of the portfolio, ranked #113.

SBI Securities first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.61M in Q2 2026. 1,005 funds tracked by Wall St. Rank hold VB as of Q3 2026.

SBI Securities held 15,119 shares of Vanguard Morningstar Small-Cap ETF worth $4.3M as of Q3 2026.
SBI Securities sold 76 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $22.6K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of SBI Securities's portfolio in Q3 2026, its #113 holding.
SBI Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Vanguard Morningstar Small-Cap ETF position peaked at $4.61M in Q2 2026.
1,005 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.