Angeles Wealth Management
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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
Q3 		$636K Sell
2,235
-213
-9% -$63.4K 0.03% 223
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

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SignatureFD
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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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

Angeles Wealth Management's VB Position: Q3 2026 in Review

Angeles Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.7% in Q3 2026, selling an estimated $63.4K and leaving 2,235 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #223.

Angeles Wealth Management first reported a position in VB in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.2M in Q1 2023. 1,125 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Angeles Wealth Management held 2,235 shares of Vanguard Morningstar Small-Cap ETF worth $636K as of Q3 2026.
  • Angeles Wealth Management sold 213 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $63.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Angeles Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Angeles Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Angeles Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $6.2M in Q1 2023.
  • 1,125 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.