VVP
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Venture Visionary Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Venture Visionary Partners’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 		$8.64M Buy
30,362
+726
+2% +$216K 0.23% 113
2026
Q2 		$8.98M Sell
29,636
-2,192
-7% -$628K 0.25% 106
2026
Q1 		$8.34M Sell
31,828
-435
-1% -$118K 0.28% 96
2025
Q4 		$8.4M Sell
32,263
-1,971
-6% -$505K 0.27% 91
2025
Q3 		$8.71M Sell
34,234
-731
-2% -$181K 0.3% 84
2025
Q2 		$8.29M Sell
34,965
-1,857
-5% -$414K 0.31% 81
2025
Q1 		$8.17M Sell
36,822
-11,143
-23% -$2.66M 0.34% 79
2024
Q4 		$11.5M Buy
47,965
+336
+0.7% +$82.7K 0.49% 51
2024
Q3 		$11.3M Buy
47,629
+87
+0.2% +$19.8K 0.49% 52
2024
Q2 		$10.4M Buy
47,542
+528
+1% +$116K 0.48% 50
2024
Q1 		$10.7M Sell
47,014
-4,818
-9% -$1.04M 0.51% 49
2023
Q4 		$11.1M Buy
51,832
+6,018
+13% +$1.16M 0.58% 40
2023
Q3 		$8.66M Sell
45,814
-6,417
-12% -$1.28M 0.52% 51
2023
Q2 		$10.4M Buy
52,231
+388
+0.7% +$73.3K 0.61% 35
2023
Q1 		$9.83M Buy
51,843
+5,005
+11% +$971K 0.62% 35
2022
Q4 		$8.6M Buy
46,838
+9,369
+25% +$1.74M 0.62% 37
2022
Q3 		$6.4M Buy
37,469
+923
+3% +$174K 0.52% 45
2022
Q2 		$6.44M Buy
36,546
+1,176
+3% +$227K 0.49% 51
2022
Q1 		$7.52M Buy
35,370
+2,882
+9% +$607K 0.5% 47
2021
Q4 		$7.35M Buy
32,488
+3,597
+12% +$817K 0.48% 51
2021
Q3 		$6.32M Buy
28,891
+4,980
+21% +$1.11M 0.45% 53
2021
Q2 		$5.61M Buy
23,911
+10,692
+81% +$2.37M 0.45% 52
2021
Q1 		$2.83M Buy
13,219
+6,688
+102% +$1.41M 0.24% 97
2020
Q4 		$1.27M Buy
+6,531
New +$1.15M 0.14% 124

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

Venture Visionary Partners's VB Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q3 2026, buying an estimated $216K and bringing the position to 30,362 shares worth $8.64M. The position accounts for 0.23% of the portfolio, ranked #113.

Venture Visionary Partners first reported a position in VB in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.5M in Q4 2024. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Venture Visionary Partners held 30,362 shares of Vanguard Morningstar Small-Cap ETF worth $8.64M as of Q3 2026.
  • Venture Visionary Partners bought 726 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $216K.
  • Vanguard Morningstar Small-Cap ETF made up 0.23% of Venture Visionary Partners's portfolio in Q3 2026, its #113 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Vanguard Morningstar Small-Cap ETF position peaked at $11.5M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.