Sunburst Financial Group
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Sunburst Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sunburst Financial Group’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 		$1.41M Hold
4,972
– – 0.22% 45
2026
Q2 		$1.51M Sell
4,972
-40
-0.8% -$11.5K 0.24% 44
2026
Q1 		$1.31M Sell
5,012
-1,566
-24% -$424K 0.24% 45
2025
Q4 		$1.7M Buy
6,578
+82
+1% +$21K 0.34% 38
2025
Q3 		$1.65M Sell
6,496
-92
-1% -$22.8K 0.35% 38
2025
Q2 		$1.56M Sell
6,588
-4
-0.1% -$892 0.35% 36
2025
Q1 		$1.46M Sell
6,592
-19
-0.3% -$4.54K 0.36% 34
2024
Q4 		$1.59M Sell
6,611
-221
-3% -$54.4K 0.39% 34
2024
Q3 		$1.62M Sell
6,832
-174
-2% -$39.5K 0.41% 33
2024
Q2 		$1.53M Buy
7,006
+227
+3% +$49.8K 0.41% 34
2024
Q1 		$1.54M Sell
6,779
-9
-0.1% -$1.94K 0.43% 33
2023
Q4 		$1.45M Buy
6,788
+13
+0.2% +$2.5K 0.45% 33
2023
Q3 		$1.28M Buy
6,775
+162
+2% +$32.3K 0.45% 32
2023
Q2 		$1.32M Buy
6,613
+1,751
+36% +$331K 0.46% 35
2023
Q1 		$922K Buy
4,862
+178
+4% +$34.5K 0.34% 36
2022
Q4 		$860K Buy
4,684
+2,953
+171% +$547K 0.34% 37
2022
Q3 		$296K Buy
+1,731
New +$327K 0.14% 68

Other funds holding VB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Sunburst Financial Group's VB Position: Q3 2026 in Review

Sunburst Financial Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 4,972 shares worth $1.41M. The position accounts for 0.22% of the portfolio, ranked #45.

Sunburst Financial Group first reported a position in VB in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Sunburst Financial Group held 4,972 shares of Vanguard Morningstar Small-Cap ETF worth $1.41M as of Q3 2026.
  • Sunburst Financial Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.22% of Sunburst Financial Group's portfolio in Q3 2026, its #45 holding.
  • Sunburst Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Sunburst Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.7M in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.