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

Astoria Portfolio 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	$1.05M	Buy	3,449 +779	+29%	+$223K	0.18%	85
2026 Q1	$757K	Buy	2,670 +82	+3%	+$22.2K	0.16%	96
2025 Q4	$711K	Buy	2,588 +89	+4%	+$22.8K	0.16%	103
2025 Q3	$645K	Hold	2,499	–	–	0.17%	107
2025 Q2	$613K	Buy	2,499 +1,015	+68%	+$226K	0.17%	106
2025 Q1	$312K	Sell	1,484 -563	-28%	-$134K	0.11%	165
2024 Q4	$496K	Buy	+2,047	New	+$504K	0.18%	107
2023 Q1	–	Sell	-4,413	Closed	-$859K	–	221
2022 Q4	$859K	Buy	+4,413	New	+$818K	0.4%	45

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

Astoria Portfolio Advisors's VB Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 29% in Q2 2026, buying an estimated $223K and bringing the position to 3,449 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #85.

Astoria Portfolio Advisors first reported a position in VB in Q4 2022 and has held it in 8 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Astoria Portfolio Advisors held 3,449 shares of Vanguard Morningstar Small-Cap ETF worth $1.05M as of Q2 2026.
Astoria Portfolio Advisors bought 779 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $223K.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #85 holding.
Astoria Portfolio Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.