TFA
VB icon

Toth Financial Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Toth Financial Advisory’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 		$51.2K Hold
180
– – 0.01% 378
2026
Q2 		$54.6K Hold
180
– – 0.01% 369
2026
Q1 		$47.2K Hold
180
– – 0.01% 365
2025
Q4 		$46.4K Hold
180
– – 0.01% 369
2025
Q3 		$45.7K Hold
180
– – ﹤0.01% 362
2025
Q2 		$42.5K Hold
180
– – 0.01% 330
2025
Q1 		$39.8K Sell
180
-89
-33% -$21.3K ﹤0.01% 317
2024
Q4 		$64.7K Hold
269
– – 0.01% 268
2024
Q3 		$63.7K Sell
269
-79
-23% -$18K 0.01% 268
2024
Q2 		$75.9K Sell
348
-151
-30% -$33.2K 0.01% 260
2024
Q1 		$114K Buy
499
+1
+0.2% +$215 0.01% 225
2023
Q4 		$106K Buy
498
+310
+165% +$59.7K 0.01% 233
2023
Q3 		$35.5K Hold
188
– – 0.01% 301
2023
Q2 		$37.4K Hold
188
– – 0.01% 307
2023
Q1 		$35.6K Buy
+188
New +$36.5K 0.01% 312
2018
Q1 		– Sell
-200
Closed -$30K – 465
2017
Q4 		$30K Buy
+200
New +$28.9K 0.01% 245

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

Toth Financial Advisory's VB Position: Q3 2026 in Review

Toth Financial Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 180 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Toth Financial Advisory first reported a position in VB in Q4 2017 and has held it in 16 quarters since. The position peaked at $114K in Q1 2024. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Toth Financial Advisory held 180 shares of Vanguard Morningstar Small-Cap ETF worth $51.2K as of Q3 2026.
  • Toth Financial Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #378 holding.
  • Toth Financial Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 16 quarters since.
  • Toth Financial Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $114K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.