Wescott Financial Advisory Group
VB icon

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

Wescott Financial Advisory 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 		$623K Sell
2,189
-3
-0.1% -$893 0.05% 117
2026
Q2 		$664K Sell
2,192
-488
-18% -$140K 0.05% 119
2026
Q1 		$702K Sell
2,680
-127
-5% -$34.4K 0.06% 120
2025
Q4 		$724K Buy
2,807
+74
+3% +$19K 0.06% 113
2025
Q3 		$695K Sell
2,733
-34
-1% -$8.43K 0.06% 109
2025
Q2 		$656K Sell
2,767
-28
-1% -$6.25K 0.06% 106
2025
Q1 		$620K Sell
2,795
-61
-2% -$14.6K 0.06% 102
2024
Q4 		$686K Sell
2,856
-402
-12% -$98.9K 0.07% 98
2024
Q3 		$773K Sell
3,258
-485
-13% -$110K 0.08% 92
2024
Q2 		$816K Sell
3,743
-72
-2% -$15.8K 0.09% 88
2024
Q1 		$872K Sell
3,815
-3
-0.1% -$645 0.11% 81
2023
Q4 		$815K Sell
3,818
-41
-1% -$7.9K 0.11% 77
2023
Q3 		$730K Sell
3,859
-390
-9% -$77.7K 0.13% 77
2023
Q2 		$845K Sell
4,249
-324
-7% -$61.2K 0.15% 79
2023
Q1 		$867K Sell
4,573
-36
-0.8% -$6.98K 0.19% 75
2022
Q4 		$846K Buy
4,609
+20
+0.4% +$3.71K 0.18% 72
2022
Q3 		$784K Buy
4,589
+10
+0.2% +$1.89K 0.22% 63
2022
Q2 		$806K Sell
4,579
-966
-17% -$187K 0.22% 61
2022
Q1 		$1.18M Buy
+5,545
New +$1.17M 0.3% 48

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

Wescott Financial Advisory Group's VB Position: Q3 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.14% in Q3 2026, selling an estimated $893 and leaving 2,189 shares worth $623K. The position accounts for 0.05% of the portfolio, ranked #117.

Wescott Financial Advisory Group first reported a position in VB in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.18M in Q1 2022. 2,060 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Wescott Financial Advisory Group held 2,189 shares of Vanguard Morningstar Small-Cap ETF worth $623K as of Q3 2026.
  • Wescott Financial Advisory Group sold 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $893.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #117 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Wescott Financial Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.18M in Q1 2022.
  • 2,060 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.