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

Vestor Capital’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	$138K	Sell	776 -870	-53%	-$259K	0.01%	165
2026 Q2	$65K	Buy	1,646 +808	+96%	+$232K	﹤0.01%	238
2026 Q1	$219K	Buy	838 +500	+148%	+$135K	0.02%	150
2025 Q4	$216K	Sell	338 -500	-60%	-$128K	0.01%	139
2025 Q3	$213K	Sell	838 -4,162	-83%	-$1.03M	0.01%	155
2025 Q2	$54K	Buy	5,000 +4,162	+497%	+$929K	﹤0.01%	244
2025 Q1	$186K	Sell	838 -1	-0.1%	-$239	0.02%	141
2024 Q4	$202K	Buy	839 +1	+0.1%	+$246	0.02%	156
2024 Q3	$199K	Buy	838 +230	+38%	+$52.3K	0.02%	128
2024 Q2	$133K	Hold	608	–	–	0.01%	157
2024 Q1	$139K	Buy	+608	New	+$131K	0.01%	162

Other funds holding VB

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vestor Capital's VB Position: Q3 2026 in Review

Vestor Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 53% in Q3 2026, selling an estimated $259K and leaving 776 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #165.

Vestor Capital first reported a position in VB in Q1 2024 and has held it in 11 quarters since. The position peaked at $219K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Vestor Capital held 776 shares of Vanguard Morningstar Small-Cap ETF worth $138K as of Q3 2026.
Vestor Capital sold 870 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $259K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Vestor Capital's portfolio in Q3 2026, its #165 holding.
Vestor Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Vestor Capital's Vanguard Morningstar Small-Cap ETF position peaked at $219K in Q1 2026.
1,856 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Vestor Capital's 13F filing for Q3 2026, filed 3 Nov 2026.