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 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

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

Aviance Capital Partners's VB Position: Q2 2026 in Review

Aviance Capital Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,365 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #283.

Aviance Capital Partners first reported a position in VB in Q1 2023 and has held it in 9 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Aviance Capital Partners held 1,365 shares of Vanguard Morningstar Small-Cap ETF worth $414K as of Q2 2026.
Aviance Capital Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #283 holding.
Aviance Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 9 quarters since.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.