SMWM
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Silvia McColl Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Silvia McColl 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 		$316K Hold
1,110
– – 0.19% 91
2026
Q2 		$336K Hold
1,110
– – 0.2% 88
2026
Q1 		$291K Hold
1,110
– – 0.19% 96
2025
Q4 		$286K Hold
1,110
– – 0.19% 94
2025
Q3 		$282K Hold
1,110
– – 0.19% 94
2025
Q2 		$263K Hold
1,110
– – 0.19% 92
2025
Q1 		$246K Hold
1,110
– – 0.19% 93
2024
Q4 		$267K Hold
1,110
– – 0.2% 88
2024
Q3 		$263K Hold
1,110
– – 0.2% 89
2024
Q2 		$242K Hold
1,110
– – 0.2% 93
2024
Q1 		$245K Buy
1,110
+11
+1% +$2.37K 0.21% 92
2023
Q4 		$234K Buy
1,099
+4
+0.4% +$771 0.21% 92
2023
Q3 		$207K Hold
1,095
– – 0.21% 95
2023
Q2 		$218K Hold
1,095
– – 0.2% 95
2023
Q1 		$208K Hold
1,095
– – 0.21% 96
2022
Q4 		$201K Buy
+1,095
New +$203K 0.2% 103

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

Silvia McColl Wealth Management's VB Position: Q3 2026 in Review

Silvia McColl Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,110 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #91.

Silvia McColl Wealth Management first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $336K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Silvia McColl Wealth Management held 1,110 shares of Vanguard Morningstar Small-Cap ETF worth $316K as of Q3 2026.
  • Silvia McColl Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Silvia McColl Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Silvia McColl Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $336K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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