Aletheian Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aletheian Wealth 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	$206K	Sell	725 -285	-28%	-$84.9K	0.08%	109
2026 Q2	$306K	Sell	1,010 -4	-0.4%	-$1.15K	0.13%	86
2026 Q1	$266K	Buy	+1,014	New	+$274K	0.13%	77
2025 Q3	$254K	Hold	1,000	–	–	0.12%	83
2025 Q2	$237K	Hold	1,000	–	–	0.12%	85
2025 Q1	$222K	Hold	1,000	–	–	0.12%	86
2024 Q4	$240K	Sell	1,000 -21	-2%	-$5.17K	0.14%	70
2024 Q3	$242K	Sell	1,021 -91	-8%	-$20.7K	0.14%	72
2024 Q2	$242K	Hold	1,112	–	–	0.13%	78
2024 Q1	$254K	Sell	1,112 -19	-2%	-$4.09K	0.14%	74
2023 Q4	$241K	Hold	1,131	–	–	0.16%	72
2023 Q3	$214K	Buy	+1,131	New	+$225K	0.16%	72
2022 Q2	–	Sell	-1,081	Closed	-$230K	–	59
2022 Q1	$230K	Sell	1,081 -282	-21%	-$59.4K	0.22%	52
2021 Q4	$308K	Buy	+1,363	New	+$310K	0.3%	41

Other funds holding VB

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Aletheian Wealth Advisors's VB Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 28% in Q3 2026, selling an estimated $84.9K and leaving 725 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #109.

Aletheian Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 14 quarters since. The position peaked at $308K in Q4 2021. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Aletheian Wealth Advisors held 725 shares of Vanguard Morningstar Small-Cap ETF worth $206K as of Q3 2026.
Aletheian Wealth Advisors sold 285 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $84.9K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #109 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Aletheian Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $308K in Q4 2021.
152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

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