Aviance Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Aviance Capital Partners’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 Q3	$388K	Hold	1,365	–	–	0.04%	292
2026 Q2	$414K	Hold	1,365	–	–	0.04%	283
2026 Q1	$358K	Buy	1,365 +381	+39%	+$103K	0.04%	281
2025 Q4	$254K	Hold	984	–	–	0.03%	329
2025 Q3	$250K	Hold	984	–	–	0.03%	325
2025 Q2	$233K	Hold	984	–	–	0.03%	311
2025 Q1	$218K	Buy	+984	New	+$235K	0.03%	313
2023 Q4	–	Sell	-1,210	Closed	-$229K	–	267
2023 Q3	$229K	Buy	1,210 +14	+1%	+$2.79K	0.05%	224
2023 Q2	$238K	Sell	1,196 -200	-14%	-$37.8K	0.05%	232
2023 Q1	$265K	Buy	+1,396	New	+$271K	0.06%	227

Other funds holding VB

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Aviance Capital Partners's VB Position: Q3 2026 in Review

Aviance Capital Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,365 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #292.

Aviance Capital Partners first reported a position in VB in Q1 2023 and has held it in 10 quarters since. The position peaked at $414K in Q2 2026. 2,040 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Aviance Capital Partners held 1,365 shares of Vanguard Morningstar Small-Cap ETF worth $388K as of Q3 2026.
Aviance Capital Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Aviance Capital Partners's portfolio in Q3 2026, its #292 holding.
Aviance Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 10 quarters since.
Aviance Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $414K in Q2 2026.
2,040 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Aviance Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.