Amplius Wealth Advisors
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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
Q3 		$679K Buy
2,387
+3
+0.1% +$893 0.05% 109
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Amplius Wealth Advisors's VB Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q3 2026, buying an estimated $893 and bringing the position to 2,387 shares worth $679K. The position accounts for 0.05% of the portfolio, ranked #109.

Amplius Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 13 quarters since. The position peaked at $935K in Q2 2025. 1,375 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Amplius Wealth Advisors held 2,387 shares of Vanguard Morningstar Small-Cap ETF worth $679K as of Q3 2026.
  • Amplius Wealth Advisors bought 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $893.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #109 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Amplius Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $935K in Q2 2025.
  • 1,375 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.