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

Team 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	$19.3K	Buy	+68	New	+$20.2K	0.01%	178
2026 Q2	–	Sell	-68	Closed	-$17.8K	–	239
2026 Q1	$17.8K	Sell	68 -14	-17%	-$3.79K	0.01%	170
2025 Q4	$21.1K	Hold	82	–	–	0.01%	155
2025 Q3	$20.8K	Hold	82	–	–	0.01%	147
2025 Q2	$19.3K	Buy	+82	New	+$18.3K	0.01%	138
2024 Q1	–	Sell	-13	Closed	-$2.86K	–	198
2023 Q4	$2.86K	Hold	13	–	–	﹤0.01%	171
2023 Q3	$2.52K	Buy	+13	New	+$2.59K	﹤0.01%	173

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

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

Team Financial Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 68 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Team Financial Group previously reported a position in VB as recently as Q1 2026.

Team Financial Group first reported a position in VB in Q3 2023 and has held it in 7 quarters since. The position peaked at $21.1K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Team Financial Group held 68 shares of Vanguard Morningstar Small-Cap ETF worth $19.3K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Team Financial Group position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Team Financial Group's portfolio in Q3 2026, its #178 holding.
Team Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 7 quarters since.
Team Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $21.1K in Q4 2025.
1,639 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.