Altiora Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Altiora Financial Group’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	$486K	Hold	1,603	–	–	0.08%	76
2026 Q1	$420K	Hold	1,603	–	–	0.07%	80
2025 Q4	$414K	Hold	1,603	–	–	0.07%	72
2025 Q3	$408K	Sell	1,603 -28	-2%	-$6.94K	0.07%	69
2025 Q2	$387K	Hold	1,631	–	–	0.08%	74
2025 Q1	$362K	Hold	1,631	–	–	0.08%	75
2024 Q4	$392K	Hold	1,631	–	–	0.09%	74
2024 Q3	$387K	Hold	1,631	–	–	0.09%	74
2024 Q2	$356K	Hold	1,631	–	–	0.09%	72
2024 Q1	$373K	Hold	1,631	–	–	0.1%	65
2023 Q4	$348K	Buy	+1,631	New	+$314K	0.1%	65

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

Altiora Financial Group's VB Position: Q2 2026 in Review

Altiora Financial Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,603 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #76.

Altiora Financial Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Altiora Financial Group held 1,603 shares of Vanguard Morningstar Small-Cap ETF worth $486K as of Q2 2026.
Altiora Financial Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Altiora Financial Group's portfolio in Q2 2026, its #76 holding.
Altiora Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.