Victory Financial Group
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Victory Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Victory Financial Group’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 		$3.54M Buy
12,427
+8,168
+192% +$2.43M 0.33% 50
2026
Q2 		$1.29M Buy
4,259
+1,395
+49% +$400K 0.14% 117
2026
Q1 		$750K Buy
2,864
+1,441
+101% +$390K 0.09% 149
2025
Q4 		$367K Sell
1,423
-51
-3% -$13.1K 0.05% 213
2025
Q3 		$375K Hold
1,474
– – 0.05% 174
2025
Q2 		$349K Sell
1,474
-235
-14% -$52.4K 0.06% 154
2025
Q1 		$379K Sell
1,709
-1,769
-51% -$422K 0.07% 117
2024
Q4 		$836K Buy
+3,478
New +$856K 0.22% 59
2024
Q2 		$889K Sell
4,075
-740
-15% -$163K 0.42% 32
2024
Q1 		$1.1M Buy
4,815
+207
+4% +$44.5K 0.65% 24
2023
Q4 		$983K Buy
+4,608
New +$888K 0.66% 26

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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Victory Financial Group's VB Position: Q3 2026 in Review

Victory Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 192% in Q3 2026, buying an estimated $2.43M and bringing the position to 12,427 shares worth $3.54M. The position accounts for 0.33% of the portfolio, ranked #50.

Victory Financial Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,257 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Victory Financial Group held 12,427 shares of Vanguard Morningstar Small-Cap ETF worth $3.54M as of Q3 2026.
  • Victory Financial Group bought 8,168 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.43M.
  • Vanguard Morningstar Small-Cap ETF made up 0.33% of Victory Financial Group's portfolio in Q3 2026, its #50 holding.
  • Victory Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.