Vima LLC
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Vima LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vima LLC’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 		$12.5K Hold
44
– – 0.01% 239
2026
Q2 		$13.3K Buy
+44
New +$12.6K 0.01% 248
2024
Q2 		– Sell
-44
Closed -$8.34K – 356
2024
Q1 		$8.34K Hold
44
– – 0.01% 252
2023
Q4 		$9.39K Buy
+44
New +$8.48K 0.02% 252

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Nicholas Hoffman & Company
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Badgley Phelps Wealth Managers
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Cullen/Frost Bankers
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Vima LLC's VB Position: Q3 2026 in Review

Vima LLC held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 44 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #239.

Vima LLC first reported a position in VB in Q4 2023 and has held it in 4 quarters since. The position peaked at $13.3K in Q2 2026. 1,248 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Vima LLC held 44 shares of Vanguard Morningstar Small-Cap ETF worth $12.5K as of Q3 2026.
  • Vima LLC left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Vima LLC's portfolio in Q3 2026, its #239 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Vanguard Morningstar Small-Cap ETF position peaked at $13.3K in Q2 2026.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.