Seek First
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Seek First’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Seek First’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 		$765K Buy
2,687
+8
+0.3% +$2.38K 0.49% 35
2026
Q2 		$812K Buy
2,679
+7
+0.3% +$2.01K 0.51% 32
2026
Q1 		$700K Sell
2,672
-35
-1% -$9.47K 0.49% 31
2025
Q4 		$698K Buy
2,707
+2
+0.1% +$512 0.48% 34
2025
Q3 		$688K Buy
2,705
+7
+0.3% +$1.74K 0.49% 31
2025
Q2 		$639K Sell
2,698
-357
-12% -$79.6K 0.52% 32
2025
Q1 		$677K Buy
+3,055
New +$730K 0.6% 27

Other funds holding VB

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Seek First's VB Position: Q3 2026 in Review

Seek First increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q3 2026, buying an estimated $2.38K and bringing the position to 2,687 shares worth $765K. The position accounts for 0.49% of the portfolio, ranked #35.

Seek First first reported a position in VB in Q1 2025 and has held it in 7 quarters since. The position peaked at $812K in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Seek First held 2,687 shares of Vanguard Morningstar Small-Cap ETF worth $765K as of Q3 2026.
  • Seek First bought 8 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.38K.
  • Vanguard Morningstar Small-Cap ETF made up 0.49% of Seek First's portfolio in Q3 2026, its #35 holding.
  • Seek First first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Seek First's Vanguard Morningstar Small-Cap ETF position peaked at $812K in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.