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

World Equity 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 		$1.33M Sell
4,671
-1,043
-18% -$311K 0.55% 39
2026
Q2 		$1.73M Buy
5,714
+74
+1% +$21.2K 0.39% 55
2026
Q1 		$1.48M Buy
5,640
+156
+3% +$42.2K 0.38% 52
2025
Q4 		$1.41M Buy
5,484
+205
+4% +$52.5K 0.39% 53
2025
Q3 		$1.34M Sell
5,279
-110
-2% -$27.3K 0.3% 73
2025
Q2 		$1.28M Buy
5,389
+1,242
+30% +$277K 0.35% 62
2025
Q1 		$920K Sell
4,147
-3,499
-46% -$836K 0.26% 84
2024
Q4 		$1.84M Buy
7,646
+4,716
+161% +$1.16M 0.39% 50
2024
Q3 		$695K Buy
2,930
+636
+28% +$145K 0.25% 93
2024
Q2 		$500K Sell
2,294
-2,008
-47% -$441K 0.15% 153
2024
Q1 		$983K Sell
4,302
-78
-2% -$16.8K 0.2% 121
2023
Q4 		$934K Buy
4,380
+416
+10% +$80.2K 0.19% 120
2023
Q3 		$749K Buy
3,964
+1,935
+95% +$386K 0.16% 150
2023
Q2 		$404K Sell
2,029
-20,211
-91% -$3.82M 0.12% 215
2023
Q1 		$899K Buy
22,240
+13,415
+152% +$2.6M 0.13% 174
2022
Q4 		$1.62M Buy
8,825
+105
+1% +$19.5K 0.38% 73
2022
Q3 		$1.49M Buy
8,720
+153
+2% +$28.9K 0.38% 72
2022
Q2 		$1.51M Buy
8,567
+455
+6% +$87.9K 0.38% 69
2022
Q1 		$1.72M Buy
+8,112
New +$1.71M 0.37% 70

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Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

World Equity Group's VB Position: Q3 2026 in Review

World Equity Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q3 2026, selling an estimated $311K and leaving 4,671 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #39.

World Equity Group first reported a position in VB in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2024. 662 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • World Equity Group held 4,671 shares of Vanguard Morningstar Small-Cap ETF worth $1.33M as of Q3 2026.
  • World Equity Group sold 1,043 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $311K.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of World Equity Group's portfolio in Q3 2026, its #39 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.84M in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.