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

Aptus Capital 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 		$7.45M Buy
24,586
+2,830
+13% +$811K 0.05% 281
2026
Q1 		$5.7M Sell
21,756
-1,985
-8% -$537K 0.04% 316
2025
Q4 		$6.12M Buy
23,741
+1,008
+4% +$258K 0.04% 298
2025
Q3 		$5.78M Buy
22,733
+444
+2% +$110K 0.04% 304
2025
Q2 		$5.28M Buy
22,289
+568
+3% +$127K 0.04% 287
2025
Q1 		$4.82M Buy
21,721
+1,036
+5% +$247K 0.05% 286
2024
Q4 		$4.97M Buy
20,685
+3,591
+21% +$884K 0.05% 272
2024
Q3 		$4.05M Sell
17,094
-478
-3% -$109K 0.06% 237
2024
Q2 		$3.83M Sell
17,572
-5,226
-23% -$1.15M 0.07% 216
2024
Q1 		$5.21M Buy
22,798
+14,804
+185% +$3.18M 0.1% 177
2023
Q4 		$1.71M Sell
7,994
-13,920
-64% -$2.68M 0.05% 241
2023
Q3 		$4.14M Buy
21,914
+1,720
+9% +$343K 0.11% 148
2023
Q2 		$4.02M Buy
20,194
+8,864
+78% +$1.68M 0.1% 167
2023
Q1 		$2.15M Buy
11,330
+8,990
+384% +$1.74M 0.06% 211
2022
Q4 		$429K Sell
2,340
-1,958
-46% -$363K 0.01% 363
2022
Q3 		$735K Buy
4,298
+1,082
+34% +$204K 0.02% 285
2022
Q2 		$566K Buy
3,216
+127
+4% +$24.5K 0.01% 270
2022
Q1 		$657K Sell
3,089
-51
-2% -$10.7K 0.02% 278
2021
Q4 		$710K Buy
3,140
+232
+8% +$52.7K 0.02% 263
2021
Q3 		$636K Hold
2,908
– – 0.02% 272
2021
Q2 		$655K Buy
2,908
+2,033
+232% +$451K 0.02% 270
2021
Q1 		$187K Buy
875
+166
+23% +$35K 0.01% 340
2020
Q4 		$138K Sell
709
-4,125
-85% -$728K 0.01% 324
2020
Q3 		$743K Buy
4,834
+2,783
+136% +$427K 0.04% 180
2020
Q2 		$298K Sell
2,051
-4,442
-68% -$596K 0.02% 230
2020
Q1 		$749K Buy
6,493
+660
+11% +$99.2K 0.06% 138
2019
Q4 		$966K Buy
5,833
+1,801
+45% +$287K 0.07% 173
2019
Q3 		$620K Sell
4,032
-136
-3% -$21.1K 0.03% 220
2019
Q2 		$652K Buy
+4,168
New +$644K 0.09% 178

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

Aptus Capital Advisors's VB Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $811K and bringing the position to 24,586 shares worth $7.45M. The position accounts for 0.05% of the portfolio, ranked #281.

Aptus Capital Advisors first reported a position in VB in Q2 2019 and has held it in 29 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aptus Capital Advisors held 24,586 shares of Vanguard Morningstar Small-Cap ETF worth $7.45M as of Q2 2026.
  • Aptus Capital Advisors bought 2,830 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $811K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #281 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.