Sims Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sims Investment 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	$282K	Buy	993 +3	+0.3%	+$893	0.09%	34
2026 Q2	$300K	Sell	990 -46	-4%	-$13.2K	0.09%	33
2026 Q1	$271K	Buy	1,036 +3	+0.3%	+$812	0.1%	34
2025 Q4	$266K	Sell	1,033 -53	-5%	-$13.6K	0.09%	39
2025 Q3	$276K	Sell	1,086 -511	-32%	-$127K	0.1%	41
2025 Q2	$378K	Sell	1,597 -98	-6%	-$21.9K	0.15%	33
2025 Q1	$376K	Buy	1,695 +560	+49%	+$134K	0.17%	32
2024 Q4	$273K	Buy	+1,135	New	+$279K	0.15%	32

Other funds holding VB

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Sims Investment Management's VB Position: Q3 2026 in Review

Sims Investment Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q3 2026, buying an estimated $893 and bringing the position to 993 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #34.

Sims Investment Management first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $378K in Q2 2025. 336 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Sims Investment Management held 993 shares of Vanguard Morningstar Small-Cap ETF worth $282K as of Q3 2026.
Sims Investment Management bought 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $893.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Sims Investment Management's portfolio in Q3 2026, its #34 holding.
Sims Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Sims Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $378K in Q2 2025.
336 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.