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Versant Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Versant Capital 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 		$184K Sell
646
-137
-17% -$40.8K 0.02% 652
2026
Q2 		$237K Hold
783
– – 0.02% 557
2026
Q1 		$205K Hold
783
– – 0.02% 574
2025
Q4 		$202K Buy
783
+195
+33% +$50K 0.03% 486
2025
Q3 		$149K Buy
588
+40
+7% +$9.92K 0.02% 573
2025
Q2 		$130K Buy
548
+51
+10% +$11.4K 0.02% 581
2025
Q1 		$110K Hold
497
– – 0.02% 599
2024
Q4 		$119K Hold
497
– – 0.03% 262
2024
Q3 		$118K Hold
497
– – 0.03% 207
2024
Q2 		$108K Hold
497
– – 0.03% 200
2024
Q1 		$114K Buy
497
+44
+10% +$9.46K 0.03% 178
2023
Q4 		$96.6K Hold
453
– – 0.03% 193
2023
Q3 		$85.6K Hold
453
– – 0.03% 196
2023
Q2 		$90.1K Hold
453
– – 0.03% 192
2023
Q1 		$85.9K Buy
453
+410
+953% +$79.5K 0.03% 186
2022
Q4 		$7.89K Hold
43
– – ﹤0.01% 742
2022
Q3 		$7K Hold
43
– – ﹤0.01% 764
2022
Q2 		$8K Buy
+43
New +$8.3K ﹤0.01% 726
2022
Q1 		– Sell
-6
Closed -$1K – 1641
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1369
2021
Q3 		$1K Buy
+6
New +$1.33K ﹤0.01% 1385

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

Versant Capital Management's VB Position: Q3 2026 in Review

Versant Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q3 2026, selling an estimated $40.8K and leaving 646 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #652.

Versant Capital Management first reported a position in VB in Q3 2021 and has held it in 20 quarters since. The position peaked at $237K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Versant Capital Management held 646 shares of Vanguard Morningstar Small-Cap ETF worth $184K as of Q3 2026.
  • Versant Capital Management sold 137 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $40.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Versant Capital Management's portfolio in Q3 2026, its #652 holding.
  • Versant Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Versant Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $237K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.