Searcy Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Searcy Financial Services’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	$30.4M	Sell	106,739 -2,589	-2%	-$771K	10.86%	3
2026 Q2	$33.1M	Sell	109,328 -2,001	-2%	-$573K	11.11%	1
2026 Q1	$29.2M	Buy	111,329 +2,068	+2%	+$560K	10.81%	3
2025 Q4	$28.2M	Buy	109,261 +1,529	+1%	+$392K	10.45%	3
2025 Q3	$27.4M	Buy	107,732 +543	+0.5%	+$135K	10.41%	3
2025 Q2	$25.4M	Buy	+107,189	New	+$23.9M	10.33%	4

Other funds holding VB

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Searcy Financial Services's VB Position: Q3 2026 in Review

Searcy Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q3 2026, selling an estimated $771K and leaving 106,739 shares worth $30.4M. The position accounts for 10.86% of the portfolio, ranked #3.

Searcy Financial Services first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.1M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Searcy Financial Services held 106,739 shares of Vanguard Morningstar Small-Cap ETF worth $30.4M as of Q3 2026.
Searcy Financial Services sold 2,589 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $771K.
Vanguard Morningstar Small-Cap ETF made up 10.86% of Searcy Financial Services's portfolio in Q3 2026, its #3 holding.
Searcy Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Searcy Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $33.1M in Q2 2026.
1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.