SSI
VB icon

Scott & Selber Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Scott & Selber 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 		$3.48M Hold
12,245
– – 0.73% 35
2026
Q2 		$3.71M Hold
12,245
– – 0.78% 32
2026
Q1 		$3.21M Buy
12,245
+387
+3% +$105K 0.83% 34
2025
Q4 		$3.06M Buy
11,858
+68
+0.6% +$17.4K 0.77% 39
2025
Q3 		$3M Buy
11,790
+338
+3% +$83.8K 0.76% 37
2025
Q2 		$2.71M Hold
11,452
– – 0.76% 40
2025
Q1 		$2.54M Buy
11,452
+304
+3% +$72.6K 0.81% 42
2024
Q4 		$2.68M Buy
+11,148
New +$2.74M 0.81% 36

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Scott & Selber Inc's VB Position: Q3 2026 in Review

Scott & Selber Inc held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 12,245 shares worth $3.48M. The position accounts for 0.73% of the portfolio, ranked #35.

Scott & Selber Inc first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.71M in Q2 2026. 792 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Scott & Selber Inc held 12,245 shares of Vanguard Morningstar Small-Cap ETF worth $3.48M as of Q3 2026.
  • Scott & Selber Inc left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.73% of Scott & Selber Inc's portfolio in Q3 2026, its #35 holding.
  • Scott & Selber Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Scott & Selber Inc's Vanguard Morningstar Small-Cap ETF position peaked at $3.71M in Q2 2026.
  • 792 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Scott & Selber Inc's 13F filing for Q3 2026, filed 21 Oct 2026.