Smith Thornton Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Smith Thornton Advisors’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	$352K	Hold	1,236	–	–	0.15%	110
2026 Q2	$366K	Hold	1,236	–	–	0.16%	106
2026 Q1	$324K	Sell	1,236 -40	-3%	-$10.8K	0.16%	111
2025 Q4	$329K	Hold	1,276	–	–	0.17%	109
2025 Q3	$324K	Hold	1,276	–	–	0.17%	109
2025 Q2	$302K	Hold	1,276	–	–	0.17%	114
2025 Q1	$283K	Hold	1,276	–	–	0.18%	115
2024 Q4	$307K	Hold	1,276	–	–	0.19%	112
2024 Q3	$303K	Hold	1,276	–	–	0.2%	109
2024 Q2	$278K	Buy	+1,276	New	+$280K	0.2%	109

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Smith Thornton Advisors's VB Position: Q3 2026 in Review

Smith Thornton Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,236 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #110.

Smith Thornton Advisors first reported a position in VB in Q2 2024 and has held it in 10 quarters since. The position peaked at $366K in Q2 2026. 1,685 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Smith Thornton Advisors held 1,236 shares of Vanguard Morningstar Small-Cap ETF worth $352K as of Q3 2026.
Smith Thornton Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.15% of Smith Thornton Advisors's portfolio in Q3 2026, its #110 holding.
Smith Thornton Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 10 quarters since.
Smith Thornton Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $366K in Q2 2026.
1,685 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.