AlTi Global’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

AlTi Global’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	$996K	Sell	3,287 -1,056	-24%	-$303K	0.02%	272
2026 Q1	$1.14M	Sell	4,343 -1,847	-30%	-$500K	0.02%	217
2025 Q4	$1.6M	Buy	6,190 +284	+5%	+$72.8K	0.03%	180
2025 Q3	$1.51M	Sell	5,906 -1,015	-15%	-$252K	0.04%	196
2025 Q2	$1.65M	Sell	6,921 -5	-0.1%	-$1.11K	0.04%	177
2025 Q1	$1.54M	Sell	6,926 -810	-10%	-$193K	0.04%	164
2024 Q4	$1.86M	Sell	7,736 -835	-10%	-$205K	0.04%	156
2024 Q3	$2.04M	Buy	8,571 +1,195	+16%	+$272K	0.05%	156
2024 Q2	$1.61M	Hold	7,376	–	–	0.04%	162
2024 Q1	$1.69M	Buy	7,376 +352	+5%	+$75.7K	0.05%	156
2023 Q4	$1.5M	Buy	+7,024	New	+$1.35M	0.05%	153

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

AlTi Global's VB Position: Q2 2026 in Review

AlTi Global reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q2 2026, selling an estimated $303K and leaving 3,287 shares worth $996K. The position accounts for 0.02% of the portfolio, ranked #272.

AlTi Global first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2024. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

AlTi Global held 3,287 shares of Vanguard Morningstar Small-Cap ETF worth $996K as of Q2 2026.
AlTi Global sold 1,056 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $303K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #272 holding.
AlTi Global first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Vanguard Morningstar Small-Cap ETF position peaked at $2.04M in Q3 2024.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.