Seven Mile Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Seven Mile Advisory’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	$503K	Hold	1,768	–	–	0.34%	55
2026 Q2	$536K	Hold	1,768	–	–	0.36%	55
2026 Q1	$463K	Hold	1,768	–	–	0.33%	61
2025 Q4	$456K	Hold	1,768	–	–	0.08%	121
2025 Q3	$450K	Hold	1,768	–	–	0.07%	144
2025 Q2	$419K	Hold	1,768	–	–	0.25%	77
2025 Q1	$392K	Hold	1,768	–	–	0.26%	81
2024 Q4	$425K	Hold	1,768	–	–	0.27%	70
2024 Q3	$419K	Buy	+1,768	New	+$402K	0.28%	68

Other funds holding VB

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 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

Seven Mile Advisory's VB Position: Q3 2026 in Review

Seven Mile Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,768 shares worth $503K. The position accounts for 0.34% of the portfolio, ranked #55.

Seven Mile Advisory first reported a position in VB in Q3 2024 and has held it in 9 quarters since. The position peaked at $536K in Q2 2026. 1,005 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Seven Mile Advisory held 1,768 shares of Vanguard Morningstar Small-Cap ETF worth $503K as of Q3 2026.
Seven Mile Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.34% of Seven Mile Advisory's portfolio in Q3 2026, its #55 holding.
Seven Mile Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Seven Mile Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $536K in Q2 2026.
1,005 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.