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

Tactive 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	$740K	Sell	2,600 -663	-20%	-$197K	0.18%	112
2026 Q2	$989K	Buy	3,263 +151	+5%	+$43.3K	0.24%	89
2026 Q1	$815K	Buy	3,112 +11	+0.4%	+$2.98K	0.23%	102
2025 Q4	$800K	Sell	3,101 -660	-18%	-$169K	0.23%	102
2025 Q3	$956K	Buy	3,761 +120	+3%	+$29.8K	0.27%	88
2025 Q2	$863K	Buy	+3,641	New	+$812K	0.28%	86
2024 Q1	$272K	Sell	1,188 -248	-17%	-$53.3K	0.14%	107
2023 Q4	$306K	Sell	1,436 -172	-11%	-$33.1K	0.2%	69
2023 Q3	$304K	Buy	1,608 +155	+11%	+$30.9K	0.26%	49
2023 Q2	$289K	Buy	+1,453	New	+$275K	0.22%	52

Other funds holding VB

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Tactive Advisors's VB Position: Q3 2026 in Review

Tactive Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q3 2026, selling an estimated $197K and leaving 2,600 shares worth $740K. The position accounts for 0.18% of the portfolio, ranked #112.

Tactive Advisors first reported a position in VB in Q2 2023 and has held it in 10 quarters since. The position peaked at $989K in Q2 2026. 291 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Tactive Advisors held 2,600 shares of Vanguard Morningstar Small-Cap ETF worth $740K as of Q3 2026.
Tactive Advisors sold 663 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $197K.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Tactive Advisors's portfolio in Q3 2026, its #112 holding.
Tactive Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 10 quarters since.
Tactive Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $989K in Q2 2026.
291 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.