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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
Q3 		$61.7K Hold
217
– – 0.02% 137
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

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

Acima Private Wealth's VB Position: Q3 2026 in Review

Acima Private Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 217 shares worth $61.7K. The position accounts for 0.02% of the portfolio, ranked #137.

Acima Private Wealth first reported a position in VB in Q3 2019 and has held it in 13 quarters since. The position peaked at $119K in Q3 2019. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Acima Private Wealth held 217 shares of Vanguard Morningstar Small-Cap ETF worth $61.7K as of Q3 2026.
  • Acima Private Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Acima Private Wealth's portfolio in Q3 2026, its #137 holding.
  • Acima Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and has held it in 13 quarters since.
  • Acima Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $119K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.