Spartan Wealth Advisory Services LLC
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Spartan Wealth Advisory Services LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.04M Sell
3,667
-8,183
-69% -$2.44M 0.08% 161
2026
Q2 		$3.59M Sell
11,850
-94
-0.8% -$26.9K 0.29% 79
2026
Q1 		$3.13M Buy
+11,944
New +$3.23M 0.27% 83

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Spartan Wealth Advisory Services LLC's VB Position: Q3 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 69% in Q3 2026, selling an estimated $2.44M and leaving 3,667 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #161.

Spartan Wealth Advisory Services LLC first reported a position in VB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.59M in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Spartan Wealth Advisory Services LLC held 3,667 shares of Vanguard Morningstar Small-Cap ETF worth $1.04M as of Q3 2026.
  • Spartan Wealth Advisory Services LLC sold 8,183 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.44M.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q3 2026, its #161 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Spartan Wealth Advisory Services LLC's Vanguard Morningstar Small-Cap ETF position peaked at $3.59M in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q3 2026, filed 12 Nov 2026.