Authentikos Wealth Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Authentikos Wealth Advisory’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	$439K	Sell	1,448 -130	-8%	-$37.3K	0.28%	53
2026 Q1	$413K	Buy	1,578 +110	+7%	+$29.8K	0.28%	55
2025 Q4	$379K	Sell	1,468 -18	-1%	-$4.61K	0.25%	56
2025 Q3	$378K	Sell	1,486 -76	-5%	-$18.8K	0.25%	49
2025 Q2	$370K	Buy	1,562 +55	+4%	+$12.3K	0.26%	43
2025 Q1	$334K	Buy	+1,507	New	+$360K	0.26%	50
2023 Q4	–	Sell	-36	Closed	-$6.81K	–	569
2023 Q3	$6.81K	Buy	+36	New	+$7.17K	0.01%	271

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

Authentikos Wealth Advisory's VB Position: Q2 2026 in Review

Authentikos Wealth Advisory reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.2% in Q2 2026, selling an estimated $37.3K and leaving 1,448 shares worth $439K. The position accounts for 0.28% of the portfolio, ranked #53.

Authentikos Wealth Advisory first reported a position in VB in Q3 2023 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Authentikos Wealth Advisory held 1,448 shares of Vanguard Morningstar Small-Cap ETF worth $439K as of Q2 2026.
Authentikos Wealth Advisory sold 130 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $37.3K.
Vanguard Morningstar Small-Cap ETF made up 0.28% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #53 holding.
Authentikos Wealth Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.