Tucker Asset Management
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Tucker Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tucker Asset 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 		– Sell
-361
Closed -$109K – 391
2026
Q2 		$109K Buy
361
+5
+1% +$1.43K 0.03% 211
2026
Q1 		$93.2K Buy
356
+193
+118% +$52.2K 0.03% 186
2025
Q4 		$42.1K Hold
163
– – 0.01% 323
2025
Q3 		$41.4K Sell
163
-155
-49% -$38.4K 0.01% 191
2025
Q2 		$75.2K Buy
318
+30
+10% +$6.69K 0.02% 149
2025
Q1 		$63.8K Buy
288
+10
+4% +$2.39K 0.02% 161
2024
Q4 		$66.9K Buy
278
+70
+34% +$17.2K 0.01% 314
2024
Q3 		$49.3K Buy
208
+52
+33% +$11.8K 0.01% 341
2024
Q2 		$34K Buy
156
+1
+0.6% +$220 0.01% 474
2024
Q1 		$35.4K Hold
155
– – 0.01% 525
2023
Q4 		$33.1K Buy
+155
New +$29.9K 0.01% 421
2023
Q3 		– Sell
-21
Closed -$4.18K – 1556
2023
Q2 		$4.18K Sell
21
-22
-51% -$4.16K ﹤0.01% 715
2023
Q1 		$8.15K Buy
43
+35
+438% +$6.79K ﹤0.01% 597
2022
Q4 		$1.47K Sell
8
-10
-56% -$1.85K ﹤0.01% 600
2022
Q3 		$3.38K Buy
+18
New +$3.4K ﹤0.01% 493
2022
Q2 		– Sell
-21
Closed -$4.46K – 701
2022
Q1 		$4.46K Buy
+21
New +$4.42K ﹤0.01% 338

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Grimes & Company
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Mission Wealth Management
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SignatureFD
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Commonwealth Equity Services
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Nicholas Hoffman & Company
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Fifth Third Bancorp
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Tucker Asset Management's VB Position: Q3 2026 in Review

Tucker Asset Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026, closing a stake of 361 shares — an estimated $109K sold.

Tucker Asset Management first reported a position in VB in Q1 2022 and held it in 16 quarters. The position peaked at $109K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Tucker Asset Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Tucker Asset Management sold 361 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $109K.
  • Tucker Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and held it in 16 quarters.
  • Tucker Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $109K in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.