Shade Tree Advisors
VB icon

Shade Tree Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Shade Tree 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 		$291K Sell
1,022
-93
-8% -$27.7K 0.16% 54
2026
Q2 		$338K Hold
1,115
– – 0.2% 26
2026
Q1 		$292K Sell
1,115
-108
-9% -$29.2K 0.21% 25
2025
Q4 		$315K Buy
1,223
+108
+10% +$27.7K 0.24% 26
2025
Q3 		$284K Hold
1,115
– – 0.25% 16
2025
Q2 		$264K Hold
1,115
– – 0.23% 16
2025
Q1 		$247K Hold
1,115
– – 0.25% 17
2024
Q4 		$268K Buy
+1,115
New +$274K 0.27% 15

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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

Shade Tree Advisors's VB Position: Q3 2026 in Review

Shade Tree Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.3% in Q3 2026, selling an estimated $27.7K and leaving 1,022 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #54.

Shade Tree Advisors first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $338K in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Shade Tree Advisors held 1,022 shares of Vanguard Morningstar Small-Cap ETF worth $291K as of Q3 2026.
  • Shade Tree Advisors sold 93 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $27.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Shade Tree Advisors's portfolio in Q3 2026, its #54 holding.
  • Shade Tree Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Shade Tree Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $338K in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.