Stone Summit Wealth
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Stone Summit Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Stone Summit Wealth’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 		$4.12M Buy
14,475
+711
+5% +$212K 1.11% 28
2026
Q2 		$4.17M Buy
13,764
+165
+1% +$47.3K 1.06% 31
2026
Q1 		$3.56M Buy
13,599
+500
+4% +$135K 0.99% 32
2025
Q4 		$3.38M Buy
13,099
+886
+7% +$227K 0.92% 36
2025
Q3 		$3.11M Buy
12,213
+1,795
+17% +$445K 0.88% 38
2025
Q2 		$2.47M Buy
10,418
+907
+10% +$202K 0.76% 47
2025
Q1 		$2.11M Sell
9,511
-426
-4% -$102K 0.71% 49
2024
Q4 		$2.39M Sell
9,937
-3
-0% -$738 0.8% 43
2024
Q3 		$2.36M Buy
9,940
+572
+6% +$130K 0.76% 43
2024
Q2 		$2.04M Buy
9,368
+173
+2% +$38K 0.73% 44
2024
Q1 		$2.1M Buy
9,195
+782
+9% +$168K 0.73% 47
2023
Q4 		$1.79M Buy
8,413
+590
+8% +$114K 0.69% 48
2023
Q3 		$1.48M Buy
7,823
+786
+11% +$157K 0.63% 57
2023
Q2 		$1.4M Buy
7,037
+777
+12% +$147K 0.58% 58
2023
Q1 		$1.19M Buy
6,260
+566
+10% +$110K 0.53% 62
2022
Q4 		$1.05M Buy
5,694
+255
+5% +$47.3K 0.51% 60
2022
Q3 		$930K Buy
5,439
+205
+4% +$38.7K 0.57% 55
2022
Q2 		$922K Buy
5,234
+213
+4% +$41.1K 0.55% 56
2022
Q1 		$1.08M Buy
5,021
+788
+19% +$166K 0.6% 54
2021
Q4 		$957K Buy
+4,233
New +$962K 0.78% 51

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Stone Summit Wealth's VB Position: Q3 2026 in Review

Stone Summit Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.2% in Q3 2026, buying an estimated $212K and bringing the position to 14,475 shares worth $4.12M. The position accounts for 1.11% of the portfolio, ranked #28.

Stone Summit Wealth first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.17M in Q2 2026. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Stone Summit Wealth held 14,475 shares of Vanguard Morningstar Small-Cap ETF worth $4.12M as of Q3 2026.
  • Stone Summit Wealth bought 711 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $212K.
  • Vanguard Morningstar Small-Cap ETF made up 1.11% of Stone Summit Wealth's portfolio in Q3 2026, its #28 holding.
  • Stone Summit Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $4.17M in Q2 2026.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.