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

Amplius 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	$723K	Sell	2,384 -532	-18%	-$152K	0.05%	96
2026 Q1	$764K	Buy	2,916 +7	+0.2%	+$1.89K	0.06%	85
2025 Q4	$750K	Buy	2,909 +4	+0.1%	+$1.02K	0.06%	83
2025 Q3	$739K	Sell	2,905 -1,039	-26%	-$258K	0.06%	88
2025 Q2	$935K	Buy	3,944 +993	+34%	+$222K	0.09%	85
2025 Q1	$654K	Buy	2,951 +1,609	+120%	+$384K	0.07%	96
2024 Q4	$322K	Buy	1,342 +364	+37%	+$89.6K	0.03%	130
2024 Q3	$232K	Buy	978 +2	+0.2%	+$454	0.03%	157
2024 Q2	$213K	Hold	976	–	–	0.02%	159
2024 Q1	$223K	Sell	976 -63	-6%	-$13.6K	0.03%	159
2023 Q4	$222K	Buy	+1,039	New	+$200K	0.03%	159
2022 Q1	–	Sell	-654	Closed	-$147K	–	867
2021 Q4	$147K	Buy	+654	New	+$149K	0.02%	210

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

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

Amplius Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, selling an estimated $152K and leaving 2,384 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #96.

Amplius Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 12 quarters since. The position peaked at $935K in Q2 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Amplius Wealth Advisors held 2,384 shares of Vanguard Morningstar Small-Cap ETF worth $723K as of Q2 2026.
Amplius Wealth Advisors sold 532 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $152K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Amplius Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Amplius Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $935K in Q2 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.