Sculati Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sculati Wealth Management’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	$4.22M	Buy	+14,653	New	+$4.36M	1.38%	20

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Sculati Wealth Management's VB Position: Q3 2026 in Review

Sculati Wealth Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 14,653 shares worth $4.22M. The stake represents 1.38% of the portfolio and ranks #20 among its holdings.

645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Sculati Wealth Management held 14,653 shares of Vanguard Morningstar Small-Cap ETF worth $4.22M as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Sculati Wealth Management position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 1.38% of Sculati Wealth Management's portfolio in Q3 2026, its #20 holding.
645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.