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

Aprio 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 		$2.43M Buy
8,029
+2,164
+37% +$620K 0.12% 126
2026
Q1 		$1.54M Buy
5,865
+1,844
+46% +$499K 0.08% 148
2025
Q4 		$1.13M Buy
4,021
+2,223
+124% +$570K 0.07% 178
2025
Q3 		$457K Buy
1,798
+4
+0.2% +$992 0.05% 238
2025
Q2 		$425K Buy
1,794
+91
+5% +$20.3K 0.05% 221
2025
Q1 		$378K Sell
1,703
-101
-6% -$24.1K 0.05% 225
2024
Q4 		$433K Sell
1,804
-412
-19% -$101K 0.06% 150
2024
Q3 		$526K Buy
2,216
+353
+19% +$80.2K 0.08% 123
2024
Q2 		$406K Sell
1,863
-89
-5% -$19.5K 0.07% 123
2024
Q1 		$446K Buy
1,952
+858
+78% +$185K 0.09% 108
2023
Q4 		$233K Buy
1,094
+15
+1% +$2.89K 0.05% 167
2023
Q3 		$204K Buy
1,079
+3
+0.3% +$598 0.06% 162
2023
Q2 		$214K Sell
1,076
-95
-8% -$18K 0.06% 140
2023
Q1 		$222K Buy
+1,171
New +$227K 0.07% 123
2022
Q4 		– Sell
-1,551
Closed -$265K – 129
2022
Q3 		$265K Sell
1,551
-295
-16% -$55.7K 0.11% 84
2022
Q2 		$325K Hold
1,846
– – 0.13% 64
2022
Q1 		$392K Sell
1,846
-118
-6% -$24.8K 0.15% 58
2021
Q4 		$444K Sell
1,964
-22
-1% -$5K 0.19% 45
2021
Q3 		$434K Buy
1,986
+14
+0.7% +$3.11K 0.2% 43
2021
Q2 		$444K Buy
+1,972
New +$437K 0.21% 40

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

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

Aprio Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 37% in Q2 2026, buying an estimated $620K and bringing the position to 8,029 shares worth $2.43M. The position accounts for 0.12% of the portfolio, ranked #126.

Aprio Wealth Management first reported a position in VB in Q2 2021 and has held it in 20 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aprio Wealth Management held 8,029 shares of Vanguard Morningstar Small-Cap ETF worth $2.43M as of Q2 2026.
  • Aprio Wealth Management bought 2,164 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $620K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Aprio Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.