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Signet Financial Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Signet Financial 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
Q1 		$350K Sell
1,336
-4
-0.3% -$1.08K 0.04% 235
2025
Q4 		$346K Hold
1,340
– – 0.04% 232
2025
Q3 		$341K Buy
1,340
+7
+0.5% +$1.74K 0.04% 234
2025
Q2 		$316K Hold
1,333
– – 0.04% 236
2025
Q1 		$296K Buy
1,333
+2
+0.2% +$478 0.04% 239
2024
Q4 		$320K Buy
+1,331
New +$328K 0.04% 223
2024
Q2 		– Sell
-882
Closed -$202K – 277
2024
Q1 		$202K Buy
+882
New +$190K 0.03% 264
2023
Q1 		– Sell
-1,541
Closed -$283K – 273
2022
Q4 		$283K Buy
+1,541
New +$286K 0.05% 223
2022
Q2 		– Sell
-1,135
Closed -$241K – 266
2022
Q1 		$241K Sell
1,135
-322
-22% -$67.8K 0.04% 227
2021
Q4 		$329K Sell
1,457
-516
-26% -$117K 0.05% 207
2021
Q3 		$431K Buy
+1,973
New +$439K 0.07% 184
2021
Q2 		– Sell
-1,371
Closed -$294K – 228
2021
Q1 		$294K Buy
1,371
+307
+29% +$64.7K 0.06% 198
2020
Q4 		$207K Buy
+1,064
New +$188K 0.04% 219
2018
Q4 		– Sell
-806
Closed -$131K – 801
2018
Q3 		$131K Sell
806
-10
-1% -$1.62K 0.02% 276
2018
Q2 		$127K Sell
816
-50
-6% -$7.65K 0.02% 280
2018
Q1 		$127K Buy
+866
New +$129K 0.02% 256
2016
Q1 		– Sell
-2,093
Closed -$232K – 207
2015
Q4 		$232K Buy
+2,093
New +$237K 0.05% 175

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Signet Financial Management's VB Position: Q1 2026 in Review

Signet Financial Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q1 2026, selling an estimated $1.08K and leaving 1,336 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #235.

Signet Financial Management first reported a position in VB in Q4 2015 and has held it in 17 quarters since. The position peaked at $431K in Q3 2021. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Signet Financial Management held 1,336 shares of Vanguard Morningstar Small-Cap ETF worth $350K as of Q1 2026.
  • Signet Financial Management sold 4 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.08K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Signet Financial Management's portfolio in Q1 2026, its #235 holding.
  • Signet Financial Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 17 quarters since.
  • Signet Financial Management's Vanguard Morningstar Small-Cap ETF position peaked at $431K in Q3 2021.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.