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

TrueWealth 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 		$389K Buy
1,367
+1
+0.1% +$298 0.09% 176
2026
Q2 		$414K Sell
1,366
-3
-0.2% -$860 0.09% 163
2026
Q1 		$359K Sell
1,369
-6
-0.4% -$1.62K 0.09% 179
2025
Q4 		$355K Sell
1,375
-64
-4% -$16.4K 0.09% 175
2025
Q3 		$366K Sell
1,439
-31
-2% -$7.69K 0.1% 159
2025
Q2 		$348K Sell
1,470
-130
-8% -$29K 0.1% 156
2025
Q1 		$355K Sell
1,600
-302
-16% -$72.1K 0.12% 144
2024
Q4 		$457K Sell
1,902
-107
-5% -$26.3K 0.15% 126
2024
Q3 		$476K Sell
2,009
-290
-13% -$65.9K 0.16% 113
2024
Q2 		$501K Buy
2,299
+46
+2% +$10.1K 0.19% 98
2024
Q1 		$515K Sell
2,253
-36
-2% -$7.74K 0.2% 90
2023
Q4 		$488K Sell
2,289
-11
-0.5% -$2.12K 0.19% 89
2023
Q3 		$435K Sell
2,300
-14
-0.6% -$2.79K 0.18% 94
2023
Q2 		$460K Sell
2,314
-373
-14% -$70.5K 0.19% 89
2023
Q1 		$509K Sell
2,687
-29
-1% -$5.62K 0.21% 82
2022
Q4 		$498K Sell
2,716
-108
-4% -$20K 0.22% 78
2022
Q3 		$483K Sell
2,824
-352
-11% -$66.5K 0.23% 79
2022
Q2 		$559K Sell
3,176
-8,138
-72% -$1.57M 0.26% 80
2022
Q1 		$2.56M Hold
11,314
– – 1.15% 20
2021
Q4 		$2.56M Buy
11,314
+505
+5% +$115K 1.15% 20
2021
Q3 		$2.36M Buy
10,809
+1,629
+18% +$362K 1.33% 20
2021
Q2 		$2.07M Buy
9,180
+956
+12% +$212K 1.21% 20
2021
Q1 		$1.77M Buy
8,224
+3,823
+87% +$805K 1.15% 21
2020
Q4 		$897K Buy
+4,401
New +$776K 0.77% 36

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

TrueWealth Advisors's VB Position: Q3 2026 in Review

TrueWealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.07% in Q3 2026, buying an estimated $298 and bringing the position to 1,367 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #176.

TrueWealth Advisors first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.56M in Q1 2022. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • TrueWealth Advisors held 1,367 shares of Vanguard Morningstar Small-Cap ETF worth $389K as of Q3 2026.
  • TrueWealth Advisors bought 1 Vanguard Morningstar Small-Cap ETF share in Q3 2026, an estimated $298.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #176 holding.
  • TrueWealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.56M in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.