SRS
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Strong Retirement Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Strong Retirement Solutions’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 		$406K Buy
1,428
+498
+54% +$148K 0.23% 69
2026
Q2 		$282K Buy
930
+64
+7% +$18.3K 0.17% 72
2026
Q1 		$227K Buy
+866
New +$234K 0.16% 79

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Strong Retirement Solutions's VB Position: Q3 2026 in Review

Strong Retirement Solutions increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 54% in Q3 2026, buying an estimated $148K and bringing the position to 1,428 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #69.

Strong Retirement Solutions first reported a position in VB in Q1 2026 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Strong Retirement Solutions held 1,428 shares of Vanguard Morningstar Small-Cap ETF worth $406K as of Q3 2026.
  • Strong Retirement Solutions bought 498 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $148K.
  • Vanguard Morningstar Small-Cap ETF made up 0.23% of Strong Retirement Solutions's portfolio in Q3 2026, its #69 holding.
  • Strong Retirement Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.