Acima Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Acima Private Wealth’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	$65.8K	Hold	217	–	–	0.02%	138
2026 Q1	$56.8K	Hold	217	–	–	0.02%	137
2025 Q4	$56K	Hold	217	–	–	0.02%	138
2025 Q3	$55.2K	Hold	217	–	–	0.02%	144
2025 Q2	$51.4K	Hold	217	–	–	0.02%	148
2025 Q1	$48.1K	Hold	217	–	–	0.02%	149
2024 Q4	$52.1K	Hold	217	–	–	0.02%	153
2024 Q3	$51.5K	Hold	217	–	–	0.02%	151
2024 Q2	$47.3K	Hold	217	–	–	0.02%	150
2024 Q1	$49.6K	Sell	217 -23	-10%	-$4.95K	0.02%	155
2023 Q4	$51.2K	Buy	+240	New	+$46.2K	0.02%	161
2019 Q4	–	Sell	-775	Closed	-$119K	–	301
2019 Q3	$119K	Buy	+775	New	+$120K	0.09%	156

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acima Private Wealth's VB Position: Q2 2026 in Review

Acima Private Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 217 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #138.

Acima Private Wealth first reported a position in VB in Q3 2019 and has held it in 12 quarters since. The position peaked at $119K in Q3 2019. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Acima Private Wealth held 217 shares of Vanguard Morningstar Small-Cap ETF worth $65.8K as of Q2 2026.
Acima Private Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Acima Private Wealth's portfolio in Q2 2026, its #138 holding.
Acima Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and has held it in 12 quarters since.
Acima Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $119K in Q3 2019.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.