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

Alteri 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
Q2 		$378K Sell
1,246
-118
-9% -$33.8K 0.1% 207
2026
Q1 		$357K Sell
1,364
-374
-22% -$101K 0.12% 208
2025
Q4 		$448K Sell
1,738
-95
-5% -$24.3K 0.15% 168
2025
Q3 		$466K Sell
1,833
-43
-2% -$10.7K 0.16% 154
2025
Q2 		$445K Sell
1,876
-376
-17% -$83.9K 0.17% 145
2025
Q1 		$499K Sell
2,252
-898
-29% -$214K 0.22% 117
2024
Q4 		$757K Buy
+3,150
New +$775K 0.21% 70

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Alteri Wealth's VB Position: Q2 2026 in Review

Alteri Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.7% in Q2 2026, selling an estimated $33.8K and leaving 1,246 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #207.

Alteri Wealth first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $757K in Q4 2024. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Alteri Wealth held 1,246 shares of Vanguard Morningstar Small-Cap ETF worth $378K as of Q2 2026.
  • Alteri Wealth sold 118 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $33.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #207 holding.
  • Alteri Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $757K in Q4 2024.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.