Turtle Creek Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
Other funds holding VB
Turtle Creek Wealth Advisors's VB Position: Q3 2026 in Review
Turtle Creek Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 532 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #450.
Turtle Creek Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.
- Turtle Creek Wealth Advisors held 532 shares of Vanguard Morningstar Small-Cap ETF worth $151K as of Q3 2026.
- Turtle Creek Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
- Vanguard Morningstar Small-Cap ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #450 holding.
- Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 5 quarters since.
- Turtle Creek Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $254K in Q4 2025.
- 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.