Taylor & Morgan Wealth Management
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Taylor & Morgan Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Taylor & Morgan Wealth Management’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 		$3.8M Sell
13,341
-6
-0% -$1.79K 1.82% 16
2026
Q2 		$4.05M Sell
13,347
-93
-0.7% -$26.7K 1.99% 14
2026
Q1 		$3.52M Buy
13,440
+3
+0% +$812 2.01% 15
2025
Q4 		$3.47M Buy
13,437
+6
+0% +$1.54K 1.94% 15
2025
Q3 		$3.42M Sell
13,431
-335
-2% -$83.1K 2.1% 14
2025
Q2 		$3.26M Sell
13,766
-204
-1% -$45.5K 2.2% 13
2025
Q1 		$3.1M Sell
13,970
-412
-3% -$98.4K 2.34% 11
2024
Q4 		$3.46M Sell
14,382
-97
-0.7% -$23.9K 2.43% 12
2024
Q3 		$3.43M Sell
14,479
-97
-0.7% -$22K 2.3% 12
2024
Q2 		$3.18M Sell
14,576
-61
-0.4% -$13.4K 2.25% 13
2024
Q1 		$3.35M Hold
14,637
– – 2.46% 11
2023
Q4 		$3.12M Buy
14,637
+1,153
+9% +$222K 2.48% 11
2023
Q3 		$2.55M Sell
13,484
-1,439
-10% -$287K 2.3% 13
2023
Q2 		$2.97M Buy
14,923
+267
+2% +$50.5K 2.44% 12
2023
Q1 		$2.78M Buy
14,656
+7
+0% +$1.36K 2.42% 10
2022
Q4 		$2.69M Sell
14,649
-153
-1% -$28.4K 2.53% 9
2022
Q3 		$2.53M Buy
14,802
+500
+3% +$94.4K 2.52% 10
2022
Q2 		$2.52M Buy
14,302
+1
+0% +$193 2.39% 9
2022
Q1 		$3.04M Sell
14,301
-276
-2% -$58.1K 2.49% 10
2021
Q4 		$3.3M Buy
+14,577
New +$3.31M 2.67% 9

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Taylor & Morgan Wealth Management's VB Position: Q3 2026 in Review

Taylor & Morgan Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.04% in Q3 2026, selling an estimated $1.79K and leaving 13,341 shares worth $3.8M. The position accounts for 1.82% of the portfolio, ranked #16.

Taylor & Morgan Wealth Management first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.05M in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Taylor & Morgan Wealth Management held 13,341 shares of Vanguard Morningstar Small-Cap ETF worth $3.8M as of Q3 2026.
  • Taylor & Morgan Wealth Management sold 6 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.79K.
  • Vanguard Morningstar Small-Cap ETF made up 1.82% of Taylor & Morgan Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Taylor & Morgan Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $4.05M in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.