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Aberdeen Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aberdeen Wealth Management’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
Q2 		$1.69M Sell
5,568
-967
-15% -$277K 0.81% 20
2026
Q1 		$1.71M Buy
6,535
+554
+9% +$150K 0.78% 24
2025
Q4 		$1.54M Buy
+5,981
New +$1.53M 0.71% 24
2024
Q3 		– Sell
-97
Closed -$21.1K – 174
2024
Q2 		$21.1K Buy
97
+10
+11% +$2.2K 0.01% 160
2024
Q1 		$19.9K Buy
+87
New +$18.7K 0.01% 164
2023
Q2 		– Sell
-73
Closed -$13.8K – 165
2023
Q1 		$13.8K Hold
73
– – 0.01% 157
2022
Q4 		$13.4K Hold
73
– – 0.01% 158
2022
Q3 		$12K Buy
73
+53
+265% +$10K 0.01% 152
2022
Q2 		$4K Hold
20
– – ﹤0.01% 164
2022
Q1 		$4K Buy
+20
New +$4.21K ﹤0.01% 169

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Aberdeen Wealth Management's VB Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, selling an estimated $277K and leaving 5,568 shares worth $1.69M. The position accounts for 0.81% of the portfolio, ranked #20.

Aberdeen Wealth Management first reported a position in VB in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.71M in Q1 2026. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aberdeen Wealth Management held 5,568 shares of Vanguard Morningstar Small-Cap ETF worth $1.69M as of Q2 2026.
  • Aberdeen Wealth Management sold 967 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $277K.
  • Vanguard Morningstar Small-Cap ETF made up 0.81% of Aberdeen Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Aberdeen Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
  • Aberdeen Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.71M in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.