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SigFig Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SigFig Wealth Management’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 		$1.49M Sell
5,226
-476
-8% -$142K 0.04% 87
2026
Q2 		$1.72M Sell
5,702
-149
-3% -$42.7K 0.05% 84
2026
Q1 		$1.53M Sell
5,851
-535
-8% -$145K 0.04% 86
2025
Q4 		$1.65M Sell
6,386
-430
-6% -$110K 0.05% 85
2025
Q3 		$1.73M Sell
6,816
-5,243
-43% -$1.3M 0.05% 86
2025
Q2 		$2.86M Buy
12,059
+1,894
+19% +$423K 0.09% 73
2025
Q1 		$2.25M Buy
10,165
+697
+7% +$166K 0.08% 76
2024
Q4 		$2.27M Sell
9,468
-468
-5% -$115K 0.08% 75
2024
Q3 		$2.36M Sell
9,936
-1,403
-12% -$319K 0.09% 76
2024
Q2 		$2.47M Sell
11,339
-1,435
-11% -$315K 0.09% 73
2024
Q1 		$2.92M Sell
12,774
-1,806
-12% -$388K 0.11% 67
2023
Q4 		$3.11M Sell
14,580
-2,303
-14% -$444K 0.12% 67
2023
Q3 		$3.19M Sell
16,883
-1,318
-7% -$263K 0.13% 63
2023
Q2 		$3.6M Sell
18,201
-648
-3% -$122K 0.14% 60
2023
Q1 		$3.57M Buy
18,849
+6,739
+56% +$1.31M 0.2% 54
2022
Q4 		$2.27M Buy
12,110
+454
+4% +$84.1K 0.11% 60
2022
Q3 		$2.08M Buy
11,656
+663
+6% +$125K 0.11% 61
2022
Q2 		$2.01M Buy
10,993
+3,918
+55% +$757K 0.1% 56
2022
Q1 		$1.52M Buy
7,075
+1,514
+27% +$319K 0.07% 64
2021
Q4 		$1.25M Buy
5,561
+713
+15% +$162K 0.06% 64
2021
Q3 		$1.06M Buy
4,848
+1,135
+31% +$252K 0.05% 67
2021
Q2 		$837K Buy
3,713
+658
+22% +$146K 0.04% 68
2021
Q1 		$654K Buy
3,055
+412
+16% +$86.8K 0.04% 65
2020
Q4 		$515K Sell
2,643
-98
-4% -$17.3K 0.04% 67
2020
Q3 		$420K Sell
2,741
-257
-9% -$39.5K 0.04% 64
2020
Q2 		$437K Sell
2,998
-933
-24% -$125K 0.05% 57
2020
Q1 		$454K Buy
3,931
+244
+7% +$36.7K 0.06% 44
2019
Q4 		$611K Sell
3,687
-286
-7% -$45.6K 0.08% 38
2019
Q3 		$611K Sell
3,973
-180
-4% -$27.9K 0.09% 39
2019
Q2 		$651K Buy
4,153
+1,428
+52% +$221K 0.1% 42
2019
Q1 		$416K Sell
2,725
-114
-4% -$16.9K 0.07% 46
2018
Q4 		$371K Buy
+2,839
New +$413K 0.08% 45

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

SigFig Wealth Management's VB Position: Q3 2026 in Review

SigFig Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.3% in Q3 2026, selling an estimated $142K and leaving 5,226 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #87.

SigFig Wealth Management first reported a position in VB in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.6M in Q2 2023. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • SigFig Wealth Management held 5,226 shares of Vanguard Morningstar Small-Cap ETF worth $1.49M as of Q3 2026.
  • SigFig Wealth Management sold 476 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $142K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of SigFig Wealth Management's portfolio in Q3 2026, its #87 holding.
  • SigFig Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • SigFig Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.6M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.