Aurora Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aurora Private Wealth’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	–	Sell	-916	Closed	-$236K	–	191
2026 Q1	$236K	Hold	916	–	–	0.17%	145
2025 Q4	$236K	Buy	+916	New	+$235K	0.16%	141
2025 Q1	–	Sell	-835	Closed	-$201K	–	167
2024 Q4	$201K	Buy	+835	New	+$205K	0.15%	149
2022 Q1	–	Sell	-1,096	Closed	-$248K	–	215
2021 Q4	$248K	Buy	+1,096	New	+$249K	0.11%	163

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

Aurora Private Wealth's VB Position: Q2 2026 in Review

Aurora Private Wealth sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 916 shares — an estimated $236K sold.

Aurora Private Wealth first reported a position in VB in Q4 2021 and held it in 4 quarters. The position peaked at $248K in Q4 2021. 2,475 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Aurora Private Wealth reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Aurora Private Wealth sold 916 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $236K.
Aurora Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and held it in 4 quarters.
Aurora Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $248K in Q4 2021.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.