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 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

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

Aletheian Wealth Advisors's VB Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.39% in Q2 2026, selling an estimated $1.15K and leaving 1,010 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #86.

Aletheian Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 13 quarters since. The position peaked at $308K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Aletheian Wealth Advisors held 1,010 shares of Vanguard Morningstar Small-Cap ETF worth $306K as of Q2 2026.
Aletheian Wealth Advisors sold 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Aletheian Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $308K in Q4 2021.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.