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YHB Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

YHB Investment Advisors’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 		$228K Hold
802
– – 0.01% 303
2026
Q2 		$243K Sell
802
-20
-2% -$5.73K 0.02% 291
2026
Q1 		$215K Sell
822
-115
-12% -$31.1K 0.02% 290
2025
Q4 		$242K Hold
937
– – 0.02% 279
2025
Q3 		$238K Sell
937
-50
-5% -$12.4K 0.02% 280
2025
Q2 		$234K Buy
987
+1
+0.1% +$223 0.02% 286
2025
Q1 		$219K Sell
986
-171
-15% -$40.8K 0.02% 279
2024
Q4 		$278K Sell
1,157
-669
-37% -$165K 0.02% 242
2024
Q3 		$433K Sell
1,826
-1,066
-37% -$242K 0.04% 210
2024
Q2 		$631K Sell
2,892
-120
-4% -$26.4K 0.05% 180
2024
Q1 		$689K Sell
3,012
-375
-11% -$80.7K 0.06% 170
2023
Q4 		$723K Hold
3,387
– – 0.07% 159
2023
Q3 		$640K Sell
3,387
-485
-13% -$96.6K 0.06% 169
2023
Q2 		$770K Sell
3,872
-1
-0% -$189 0.07% 159
2023
Q1 		$734K Buy
3,873
+2,025
+110% +$393K 0.07% 160
2022
Q4 		$339K Buy
+1,848
New +$343K 0.04% 211

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

YHB Investment Advisors's VB Position: Q3 2026 in Review

YHB Investment Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 802 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #303.

YHB Investment Advisors first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $770K in Q2 2023. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • YHB Investment Advisors held 802 shares of Vanguard Morningstar Small-Cap ETF worth $228K as of Q3 2026.
  • YHB Investment Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of YHB Investment Advisors's portfolio in Q3 2026, its #303 holding.
  • YHB Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • YHB Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $770K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.