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

Apriem 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	$13.7M	Buy	45,306 +4,310	+11%	+$1.24M	1.19%	19
2026 Q1	$10.7M	Buy	40,996 +26,875	+190%	+$7.27M	1.02%	23
2025 Q4	$3.64M	Buy	14,121 +1,364	+11%	+$349K	0.33%	48
2025 Q3	$3.24M	Buy	12,757 +1,197	+10%	+$297K	0.31%	50
2025 Q2	$2.74M	Buy	11,560 +5,245	+83%	+$1.17M	0.29%	53
2025 Q1	$1.4M	Buy	6,315 +4,790	+314%	+$1.14M	0.16%	73
2024 Q4	$366K	Buy	1,525 +422	+38%	+$104K	0.04%	125
2024 Q3	$262K	Buy	+1,103	New	+$251K	0.03%	148
2014 Q3	–	Sell	-500	Closed	-$59K	–	567
2014 Q2	$59K	Hold	500	–	–	0.02%	184
2014 Q1	$56K	Hold	500	–	–	0.02%	204
2013 Q4	$55K	Hold	500	–	–	0.02%	197
2013 Q3	$51K	Hold	500	–	–	0.02%	200
2013 Q2	$47K	Buy	+500	New	+$46.3K	0.02%	197

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

Apriem Advisors's VB Position: Q2 2026 in Review

Apriem Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $1.24M and bringing the position to 45,306 shares worth $13.7M. The position accounts for 1.19% of the portfolio, ranked #19.

Apriem Advisors first reported a position in VB in Q2 2013 and has held it in 13 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Apriem Advisors held 45,306 shares of Vanguard Morningstar Small-Cap ETF worth $13.7M as of Q2 2026.
Apriem Advisors bought 4,310 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.24M.
Vanguard Morningstar Small-Cap ETF made up 1.19% of Apriem Advisors's portfolio in Q2 2026, its #19 holding.
Apriem Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 13 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.