TS Financial Group (TSFG)
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TS Financial Group (TSFG)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

TS Financial Group (TSFG)’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 		$38K Sell
135
-573
-81% -$171K 0.01% 298
2026
Q2 		$215K Buy
708
+46
+7% +$13.2K 0.03% 192
2026
Q1 		$173K Buy
662
+56
+9% +$15.2K 0.03% 198
2025
Q4 		$156K Hold
606
– – 0.02% 199
2025
Q3 		$154K Sell
606
-170
-22% -$42.2K 0.02% 199
2025
Q2 		$184K Sell
776
-246
-24% -$54.9K 0.03% 170
2025
Q1 		$227K Sell
1,022
-48
-4% -$11.5K 0.05% 146
2024
Q4 		$257K Sell
1,070
-14
-1% -$3.44K 0.05% 137
2024
Q3 		$257K Buy
1,084
+97
+10% +$22K 0.06% 133
2024
Q2 		$215K Hold
987
– – 0.05% 139
2024
Q1 		$226K Buy
987
+172
+21% +$37K 0.06% 136
2023
Q4 		$174K Sell
815
-343
-30% -$66.1K 0.05% 151
2023
Q3 		$219K Sell
1,158
-88
-7% -$17.5K 0.08% 126
2023
Q2 		$248K Sell
1,246
-334
-21% -$63.1K 0.09% 112
2023
Q1 		$299K Buy
1,580
+19
+1% +$3.68K 0.11% 101
2022
Q4 		$287K Sell
1,561
-720
-32% -$133K 0.11% 103
2022
Q3 		$390K Sell
2,281
-43
-2% -$8.12K 0.18% 70
2022
Q2 		$409K Buy
2,324
+1,086
+88% +$210K 0.18% 69
2022
Q1 		$263K Sell
1,238
-49
-4% -$10.3K 0.1% 101
2021
Q4 		$291K Sell
1,287
-25
-2% -$5.68K 0.1% 98
2021
Q3 		$287K Sell
1,312
-49
-4% -$10.9K 0.11% 95
2021
Q2 		$307K Buy
1,361
+796
+141% +$176K 0.12% 93
2021
Q1 		$121K Sell
565
-147
-21% -$31K 0.06% 148
2020
Q4 		$139K Buy
712
+1
+0.1% +$176 0.07% 130
2020
Q3 		$109K Buy
711
+278
+64% +$42.7K 0.06% 134
2020
Q2 		$63K Hold
433
– – 0.04% 184
2020
Q1 		$50K Sell
433
-24
-5% -$3.61K 0.04% 199
2019
Q4 		$76K Buy
457
+1
+0.2% +$159 0.06% 177
2019
Q3 		$70K Buy
456
+1
+0.2% +$155 0.05% 179
2019
Q2 		$71K Buy
455
+52
+13% +$8.04K 0.06% 179
2019
Q1 		$62K Buy
+403
New +$59.9K 0.05% 183

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Mariner
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TS Financial Group (TSFG)'s VB Position: Q3 2026 in Review

TS Financial Group (TSFG) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 81% in Q3 2026, selling an estimated $171K and leaving 135 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #298.

TS Financial Group (TSFG) first reported a position in VB in Q1 2019 and has held it in 31 quarters since. The position peaked at $409K in Q2 2022. 2,208 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • TS Financial Group (TSFG) held 135 shares of Vanguard Morningstar Small-Cap ETF worth $38K as of Q3 2026.
  • TS Financial Group (TSFG) sold 573 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $171K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q3 2026, its #298 holding.
  • TS Financial Group (TSFG) first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • TS Financial Group (TSFG)'s Vanguard Morningstar Small-Cap ETF position peaked at $409K in Q2 2022.
  • 2,208 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2026, filed 23 Oct 2026.