Aurelius Family Office’s Vanguard Small-Cap ETF VB Stock Holding History

Aurelius Family Office’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	$6.79M	Sell	22,399 -1,065	-5%	-$305K	2.67%	13
2026 Q1	$6.15M	Buy	23,464 +420	+2%	+$114K	2.67%	12
2025 Q4	$6.11M	Buy	23,044 +357	+2%	+$91.5K	2.63%	13
2025 Q3	$5.77M	Sell	22,687 -710	-3%	-$176K	2.57%	13
2025 Q2	$5.54M	Sell	23,397 -681	-3%	-$152K	2.62%	12
2025 Q1	$5.34M	Sell	24,078 -2,883	-11%	-$688K	2.71%	12
2024 Q4	$6.48M	Buy	+26,961	New	+$6.63M	3.27%	11

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Aurelius Family Office's VB Position: Q2 2026 in Review

Aurelius Family Office reduced its Vanguard Small-Cap ETF (VB) stake by 4.5% in Q2 2026, selling an estimated $305K and leaving 22,399 shares worth $6.79M. The position accounts for 2.67% of the portfolio, ranked #13.

Aurelius Family Office first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,037 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Aurelius Family Office held 22,399 shares of Vanguard Small-Cap ETF worth $6.79M as of Q2 2026.
Aurelius Family Office sold 1,065 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $305K.
Vanguard Small-Cap ETF made up 2.67% of Aurelius Family Office's portfolio in Q2 2026, its #13 holding.
Aurelius Family Office first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,037 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.