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Allodium Investment Consultants’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Allodium Investment Consultants’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 		$873K Buy
2,882
+2
+0.1% +$573 0.37% 35
2026
Q1 		$754K Buy
2,880
+1,256
+77% +$340K 0.36% 34
2025
Q4 		$419K Sell
1,624
-67
-4% -$17.2K 0.21% 36
2025
Q3 		$430K Buy
1,691
+2
+0.1% +$496 0.24% 39
2025
Q2 		$400K Buy
1,689
+146
+9% +$32.6K 0.25% 38
2025
Q1 		$342K Buy
1,543
+161
+12% +$38.4K 0.25% 38
2024
Q4 		$332K Buy
+1,382
New +$340K 0.28% 37

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Allodium Investment Consultants's VB Position: Q2 2026 in Review

Allodium Investment Consultants increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.07% in Q2 2026, buying an estimated $573 and bringing the position to 2,882 shares worth $873K. The position accounts for 0.37% of the portfolio, ranked #35.

Allodium Investment Consultants first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,026 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Allodium Investment Consultants held 2,882 shares of Vanguard Morningstar Small-Cap ETF worth $873K as of Q2 2026.
  • Allodium Investment Consultants bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.37% of Allodium Investment Consultants's portfolio in Q2 2026, its #35 holding.
  • Allodium Investment Consultants first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,026 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.