Atlantic Edge Private Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atlantic Edge Private 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	$24.9K	Hold	82	–	–	0.01%	316
2026 Q1	$21.5K	Hold	82	–	–	0.01%	310
2025 Q4	$21.2K	Hold	82	–	–	0.01%	305
2025 Q3	$20.9K	Sell	82 -37	-31%	-$9.18K	0.01%	301
2025 Q2	$28.2K	Sell	119 -43	-27%	-$9.59K	0.01%	255
2025 Q1	$35.9K	Sell	162 -185	-53%	-$44.2K	0.01%	224
2024 Q4	$83.3K	Buy	347 +171	+97%	+$42.1K	0.03%	170
2024 Q3	$41.8K	Buy	176 +52	+42%	+$11.8K	0.01%	214
2024 Q2	$27.1K	Hold	124	–	–	0.01%	229
2024 Q1	$28.4K	Hold	124	–	–	0.01%	228
2023 Q4	$26.4K	Buy	+124	New	+$23.9K	0.01%	221

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

Atlantic Edge Private Wealth Management's VB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 82 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #316.

Atlantic Edge Private Wealth Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $83.3K in Q4 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Atlantic Edge Private Wealth Management held 82 shares of Vanguard Morningstar Small-Cap ETF worth $24.9K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #316 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $83.3K in Q4 2024.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.