Verum Partners
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Verum Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Verum 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 		$7.32M Sell
25,733
-9,638
-27% -$2.87M 1.18% 18
2026
Q2 		$10.7M Buy
35,371
+381
+1% +$109K 1.6% 13
2026
Q1 		$9.16M Sell
34,990
-713
-2% -$193K 1.74% 14
2025
Q4 		$9.21M Sell
35,703
-68
-0.2% -$17.4K 1.86% 12
2025
Q3 		$9.1M Sell
35,771
-205
-0.6% -$50.8K 1.93% 13
2025
Q2 		$8.53M Buy
35,976
+20,872
+138% +$4.66M 1.96% 13
2025
Q1 		$3.35M Buy
15,104
+2,234
+17% +$534K 0.9% 23
2024
Q4 		$3.09M Buy
12,870
+44
+0.3% +$10.8K 0.89% 25
2024
Q3 		$3.04M Sell
12,826
-54
-0.4% -$12.3K 0.89% 24
2024
Q2 		$2.81M Sell
12,880
-133
-1% -$29.2K 0.91% 24
2024
Q1 		$2.97M Sell
13,013
-264
-2% -$56.8K 1.06% 23
2023
Q4 		$2.83M Buy
13,277
+2,480
+23% +$478K 1.12% 25
2023
Q3 		$2.04M Buy
10,797
+7,910
+274% +$1.58M 0.91% 33
2023
Q2 		$574K Sell
2,887
-160
-5% -$30.2K 0.52% 44
2023
Q1 		$578K Hold
3,047
– – 0.62% 36
2022
Q4 		$559K Buy
+3,047
New +$565K 0.69% 38

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Verum Partners's VB Position: Q3 2026 in Review

Verum Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 27% in Q3 2026, selling an estimated $2.87M and leaving 25,733 shares worth $7.32M. The position accounts for 1.18% of the portfolio, ranked #18.

Verum Partners first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2026. 1,984 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Verum Partners held 25,733 shares of Vanguard Morningstar Small-Cap ETF worth $7.32M as of Q3 2026.
  • Verum Partners sold 9,638 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.87M.
  • Vanguard Morningstar Small-Cap ETF made up 1.18% of Verum Partners's portfolio in Q3 2026, its #18 holding.
  • Verum Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Verum Partners's Vanguard Morningstar Small-Cap ETF position peaked at $10.7M in Q2 2026.
  • 1,984 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Verum Partners's 13F filing for Q3 2026, filed 21 Oct 2026.