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

Angeles Wealth Management’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 		$742K Buy
2,448
+145
+6% +$41.6K 0.03% 200
2026
Q1 		$603K Buy
2,303
+216
+10% +$58.5K 0.03% 205
2025
Q4 		$538K Sell
2,087
-186
-8% -$47.7K 0.03% 196
2025
Q3 		$578K Sell
2,273
-88
-4% -$21.8K 0.04% 166
2025
Q2 		$560K Buy
2,361
+1,063
+82% +$237K 0.04% 173
2025
Q1 		$288K Hold
1,298
– – 0.02% 221
2024
Q4 		$312K Hold
1,298
– – 0.03% 202
2024
Q3 		$308K Hold
1,298
– – 0.03% 194
2024
Q2 		$283K Sell
1,298
-90
-6% -$19.8K 0.03% 189
2024
Q1 		$317K Sell
1,388
-410
-23% -$88.2K 0.03% 164
2023
Q4 		$384K Sell
1,798
-80
-4% -$15.4K 0.05% 128
2023
Q3 		$355K Sell
1,878
-1,575
-46% -$314K 0.05% 115
2023
Q2 		$687K Sell
3,453
-29,279
-89% -$5.53M 0.09% 92
2023
Q1 		$6.2M Buy
32,732
+3,296
+11% +$639K 0.92% 22
2022
Q4 		$5.4M Buy
29,436
+1,776
+6% +$329K 0.95% 22
2022
Q3 		$4.73M Buy
27,660
+2,567
+10% +$485K 0.94% 24
2022
Q2 		$4.42M Buy
25,093
+5,843
+30% +$1.13M 0.88% 25
2022
Q1 		$4.09M Buy
+19,250
New +$4.05M 0.77% 21

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Angeles Wealth Management's VB Position: Q2 2026 in Review

Angeles Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.3% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,448 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #200.

Angeles Wealth Management first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.2M in Q1 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Angeles Wealth Management held 2,448 shares of Vanguard Morningstar Small-Cap ETF worth $742K as of Q2 2026.
  • Angeles Wealth Management bought 145 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Angeles Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $6.2M in Q1 2023.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.