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

Alta 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 		$586K Buy
1,934
+37
+2% +$10.6K 0.16% 106
2026
Q1 		$497K Buy
1,897
+6
+0.3% +$1.62K 0.16% 113
2025
Q4 		$488K Buy
1,891
+45
+2% +$11.5K 0.16% 104
2025
Q3 		$470K Buy
1,846
+80
+5% +$19.8K 0.17% 99
2025
Q2 		$419K Buy
1,766
+86
+5% +$19.2K 0.2% 75
2025
Q1 		$373K Buy
1,680
+2
+0.1% +$478 0.17% 97
2024
Q4 		$403K Sell
1,678
-23
-1% -$5.66K 0.18% 101
2024
Q3 		$404K Buy
1,701
+250
+17% +$56.8K 0.18% 93
2024
Q2 		$316K Sell
1,451
-36
-2% -$7.91K 0.16% 105
2024
Q1 		$340K Sell
1,487
-35
-2% -$7.53K 0.17% 100
2023
Q4 		$325K Sell
1,522
-4,395
-74% -$847K 0.18% 101
2023
Q3 		$1.12M Sell
5,917
-103
-2% -$20.5K 0.69% 42
2023
Q2 		$1.2M Buy
6,020
+12
+0.2% +$2.27K 0.7% 39
2023
Q1 		$1.14M Buy
6,008
+74
+1% +$14.4K 0.72% 34
2022
Q4 		$1.09M Sell
5,934
-22
-0.4% -$4.08K 0.74% 33
2022
Q3 		$1.02M Sell
5,956
-165
-3% -$31.2K 0.73% 34
2022
Q2 		$1.08M Buy
6,121
+228
+4% +$44K 0.75% 34
2022
Q1 		$1.25M Sell
5,893
-71
-1% -$14.9K 0.74% 36
2021
Q4 		$1.35M Buy
5,964
+11
+0.2% +$2.5K 0.83% 31
2021
Q3 		$1.3M Buy
5,953
+59
+1% +$13.1K 0.95% 26
2021
Q2 		$1.33M Buy
5,894
+48
+0.8% +$10.6K 0.97% 25
2021
Q1 		$1.25M Buy
5,846
+301
+5% +$63.4K 1.05% 23
2020
Q4 		$1.08M Buy
+5,545
New +$978K 0.91% 29

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Alta Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,934 shares worth $586K. The position accounts for 0.16% of the portfolio, ranked #106.

Alta Wealth Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Alta Wealth Advisors held 1,934 shares of Vanguard Morningstar Small-Cap ETF worth $586K as of Q2 2026.
  • Alta Wealth Advisors bought 37 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Alta Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Alta Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.35M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.