SJS Investment Consulting
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SJS Investment Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SJS Investment Consulting’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 		$452K Buy
1,588
+49
+3% +$14.6K 0.05% 105
2026
Q2 		$467K Hold
1,539
– – 0.05% 95
2026
Q1 		$403K Buy
1,539
+31
+2% +$8.39K 0.05% 92
2025
Q4 		$389K Buy
1,508
+40
+3% +$10.2K 0.05% 95
2025
Q3 		$373K Buy
1,468
+304
+26% +$75.4K 0.05% 90
2025
Q2 		$276K Sell
1,164
-234
-17% -$52.2K 0.04% 81
2025
Q1 		$310K Buy
1,398
+159
+13% +$38K 0.05% 73
2024
Q4 		$298K Hold
1,239
– – 0.05% 68
2024
Q3 		$294K Hold
1,239
– – 0.05% 74
2024
Q2 		$270K Hold
1,239
– – 0.05% 71
2024
Q1 		$283K Hold
1,239
– – 0.06% 71
2023
Q4 		$264K Buy
1,239
+1,014
+451% +$195K 0.06% 68
2023
Q3 		$42.5K Buy
225
+105
+88% +$20.9K 0.01% 173
2023
Q2 		$23.9K Hold
120
– – 0.01% 209
2023
Q1 		$22.7K Buy
120
+74
+161% +$14.4K 0.01% 216
2022
Q4 		$8.44K Sell
46
-50
-52% -$9.27K ﹤0.01% 300
2022
Q3 		$16K Buy
+96
New +$18.1K 0.01% 259
2022
Q1 		$79K Hold
371
– – 0.02% 145
2021
Q4 		$84K Buy
+371
New +$84.3K 0.03% 140

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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

SJS Investment Consulting's VB Position: Q3 2026 in Review

SJS Investment Consulting increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q3 2026, buying an estimated $14.6K and bringing the position to 1,588 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #105.

SJS Investment Consulting first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $467K in Q2 2026. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • SJS Investment Consulting held 1,588 shares of Vanguard Morningstar Small-Cap ETF worth $452K as of Q3 2026.
  • SJS Investment Consulting bought 49 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $14.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of SJS Investment Consulting's portfolio in Q3 2026, its #105 holding.
  • SJS Investment Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • SJS Investment Consulting's Vanguard Morningstar Small-Cap ETF position peaked at $467K in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.