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

Welch 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	$276K	Buy	970 +110	+13%	+$32.8K	0.01%	272
2026 Q2	$261K	Hold	860	–	–	0.01%	269
2026 Q1	$225K	Hold	860	–	–	0.01%	281
2025 Q4	$222K	Buy	860 +1	+0.1%	+$256	0.01%	290
2025 Q3	$218K	Sell	859 -115	-12%	-$28.5K	0.01%	276
2025 Q2	$231K	Buy	+974	New	+$217K	0.01%	245
2025 Q1	–	Sell	-874	Closed	-$210K	–	277
2024 Q4	$210K	Buy	874 +17	+2%	+$4.18K	0.01%	247
2024 Q3	$203K	Buy	+857	New	+$195K	0.01%	255
2023 Q1	–	Sell	-1,688	Closed	-$310K	–	226
2022 Q4	$310K	Sell	1,688 -870	-34%	-$161K	0.02%	156
2022 Q3	$437K	Sell	2,558 -12	-0.5%	-$2.27K	0.03%	106
2022 Q2	$453K	Hold	2,570	–	–	0.03%	111
2022 Q1	$546K	Sell	2,570 -316	-11%	-$66.5K	0.03%	112
2021 Q4	$652K	Buy	+2,886	New	+$656K	0.04%	105

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Welch Group's VB Position: Q3 2026 in Review

Welch Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q3 2026, buying an estimated $32.8K and bringing the position to 970 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #272.

Welch Group first reported a position in VB in Q4 2021 and has held it in 13 quarters since. The position peaked at $652K in Q4 2021. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Welch Group held 970 shares of Vanguard Morningstar Small-Cap ETF worth $276K as of Q3 2026.
Welch Group bought 110 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $32.8K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #272 holding.
Welch Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Welch Group's Vanguard Morningstar Small-Cap ETF position peaked at $652K in Q4 2021.
1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.