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YANKCOM Partnership’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

YANKCOM Partnership’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 		$31.9K Hold
112
– – 0.01% 218
2026
Q2 		$33.9K Sell
112
-40
-26% -$11.5K 0.01% 208
2026
Q1 		$39.8K Hold
152
– – 0.02% 197
2025
Q4 		$39.2K Hold
152
– – 0.02% 199
2025
Q3 		$38.6K Buy
152
+112
+280% +$27.8K 0.02% 190
2025
Q2 		$9.48K Hold
40
– – ﹤0.01% 239
2025
Q1 		$8.87K Hold
40
– – ﹤0.01% 239
2024
Q4 		$9.6K Buy
+40
New +$9.8K 0.01% 222

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
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
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

YANKCOM Partnership's VB Position: Q3 2026 in Review

YANKCOM Partnership held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 112 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #218.

YANKCOM Partnership first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $39.8K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • YANKCOM Partnership held 112 shares of Vanguard Morningstar Small-Cap ETF worth $31.9K as of Q3 2026.
  • YANKCOM Partnership left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of YANKCOM Partnership's portfolio in Q3 2026, its #218 holding.
  • YANKCOM Partnership first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • YANKCOM Partnership's Vanguard Morningstar Small-Cap ETF position peaked at $39.8K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.