Sentinel Pension Advisors
VB icon

Sentinel Pension Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sentinel Pension Advisors’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 		$480K Buy
1,686
+318
+23% +$94.7K 0.06% 97
2026
Q2 		$405K Sell
1,368
-3
-0.2% -$860 0.05% 103
2026
Q1 		$359K Sell
1,371
-14
-1% -$3.79K 0.05% 105
2025
Q4 		$357K Buy
1,385
+68
+5% +$17.4K 0.05% 104
2025
Q3 		$335K Sell
1,317
-161
-11% -$39.9K 0.05% 100
2025
Q2 		$350K Buy
1,478
+366
+33% +$81.7K 0.06% 96
2025
Q1 		$247K Sell
1,112
-27
-2% -$6.45K 0.05% 100
2024
Q4 		$274K Buy
1,139
+25
+2% +$6.15K 0.05% 93
2024
Q3 		$264K Buy
1,114
+37
+3% +$8.41K 0.05% 96
2024
Q2 		$235K Buy
1,077
+3
+0.3% +$659 0.05% 98
2024
Q1 		$246K Buy
1,074
+20
+2% +$4.3K 0.05% 90
2023
Q4 		$225K Sell
1,054
-6
-0.6% -$1.16K 0.05% 90
2023
Q3 		$200K Sell
1,060
-11
-1% -$2.19K 0.05% 99
2023
Q2 		$213K Sell
1,071
-102
-9% -$19.3K 0.05% 95
2023
Q1 		$217K Sell
1,173
-1
-0.1% -$194 0.05% 86
2022
Q4 		$215K Buy
+1,174
New +$218K 0.07% 79
2021
Q2 		– Sell
-40,732
Closed -$1.99M – 99
2021
Q1 		$1.99M Buy
40,732
+38,609
+1,819% +$8.13M 0.73% 28
2020
Q4 		$413K Sell
2,123
-117
-5% -$20.6K 0.15% 59
2020
Q3 		$345K Sell
2,240
-89
-4% -$13.7K 0.13% 62
2020
Q2 		$339K Sell
2,329
-1,877
-45% -$252K 0.14% 58
2020
Q1 		$486K Buy
4,206
+1,757
+72% +$264K 0.24% 51
2019
Q4 		$406K Buy
+2,449
New +$390K 0.26% 42

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sentinel Pension Advisors's VB Position: Q3 2026 in Review

Sentinel Pension Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q3 2026, buying an estimated $94.7K and bringing the position to 1,686 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #97.

Sentinel Pension Advisors first reported a position in VB in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.99M in Q1 2021. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Sentinel Pension Advisors held 1,686 shares of Vanguard Morningstar Small-Cap ETF worth $480K as of Q3 2026.
  • Sentinel Pension Advisors bought 318 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $94.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Sentinel Pension Advisors's portfolio in Q3 2026, its #97 holding.
  • Sentinel Pension Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Sentinel Pension Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.99M in Q1 2021.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sentinel Pension Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.