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Checchi Capital Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Checchi Capital Advisers’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 		$4.09M Sell
13,487
-1,475
-10% -$423K 0.18% 94
2026
Q1 		$3.92M Sell
14,962
-662
-4% -$179K 0.2% 87
2025
Q4 		$4.03M Buy
15,624
+643
+4% +$165K 0.21% 81
2025
Q3 		$3.81M Sell
14,981
-359
-2% -$89K 0.2% 88
2025
Q2 		$3.64M Sell
15,340
-237
-2% -$52.9K 0.2% 93
2025
Q1 		$3.45M Sell
15,577
-1,827
-10% -$436K 0.18% 95
2024
Q4 		$4.18M Buy
17,404
+2,702
+18% +$665K 0.24% 79
2024
Q3 		$3.49M Sell
14,702
-116
-0.8% -$26.4K 0.19% 81
2024
Q2 		$3.23M Sell
14,818
-1,095
-7% -$240K 0.16% 85
2024
Q1 		$3.64M Sell
15,913
-2,177
-12% -$468K 0.28% 78
2023
Q4 		$3.86M Buy
18,090
+5,690
+46% +$1.1M 0.31% 72
2023
Q3 		$2.34M Sell
12,400
-26,938
-68% -$5.37M 0.22% 91
2023
Q2 		$7.82M Buy
39,338
+251
+0.6% +$47.4K 0.7% 40
2023
Q1 		$7.41M Sell
39,087
-1,133
-3% -$220K 0.72% 36
2022
Q4 		$7.38M Buy
40,220
+28,533
+244% +$5.29M 0.77% 35
2022
Q3 		$2M Buy
11,687
+417
+4% +$78.7K 0.19% 100
2022
Q2 		$2.19M Sell
11,270
-6,805
-38% -$1.31M 0.19% 93
2022
Q1 		$3.84M Buy
18,075
+5,727
+46% +$1.21M 0.33% 58
2021
Q4 		$2.79M Buy
12,348
+322
+3% +$73.2K 0.25% 72
2021
Q3 		$2.63M Buy
12,026
+137
+1% +$30.5K 0.26% 67
2021
Q2 		$2.68M Sell
11,889
-127
-1% -$28.1K 0.26% 71
2021
Q1 		$2.57M Sell
12,016
-64
-0.5% -$13.5K 0.25% 71
2020
Q4 		$2.35M Sell
12,080
-617
-5% -$109K 0.24% 71
2020
Q3 		$1.95M Sell
12,697
-21
-0.2% -$3.23K 0.22% 76
2020
Q2 		$1.85M Sell
12,718
-144
-1% -$19.3K 0.22% 73
2020
Q1 		$1.49M Sell
12,862
-313
-2% -$47K 0.14% 76
2019
Q4 		$2.18M Buy
13,175
+304
+2% +$48.4K 0.29% 62
2019
Q3 		$1.98M Sell
12,871
-42
-0.3% -$6.51K 0.26% 64
2019
Q2 		$2.02M Sell
12,913
-84
-0.6% -$13K 0.26% 62
2019
Q1 		$1.99M Sell
12,997
-823
-6% -$122K 0.23% 63
2018
Q4 		$1.82M Buy
13,820
+23
+0.2% +$3.35K 0.24% 61
2018
Q3 		$2.24M Buy
13,797
+800
+6% +$129K 0.26% 58
2018
Q2 		$2.02M Buy
12,997
+518
+4% +$79.2K 0.25% 56
2018
Q1 		$1.83M Sell
12,479
-666
-5% -$99.4K 0.24% 62
2017
Q4 		$1.94M Buy
13,145
+302
+2% +$43.7K 0.26% 60
2017
Q3 		$1.81M Sell
12,843
-1,048
-8% -$143K 0.18% 62
2017
Q2 		$1.88M Buy
13,891
+32
+0.2% +$4.29K 0.2% 54
2017
Q1 		$1.85M Sell
13,859
-231
-2% -$30.6K 0.21% 58
2016
Q4 		$1.82M Buy
14,090
+42
+0.3% +$5.21K 0.25% 53
2016
Q3 		$1.72M Sell
14,048
-1,452
-9% -$176K 0.19% 60
2016
Q2 		$1.79M Buy
15,500
+161
+1% +$18.3K 0.2% 49
2016
Q1 		$1.71M Sell
15,339
-505
-3% -$52.3K 0.38% 50
2015
Q4 		$1.75M Sell
15,844
-804
-5% -$91.1K 0.44% 39
2015
Q3 		$1.8M Sell
16,648
-334
-2% -$39.1K 0.49% 40
2015
Q2 		$2.06M Sell
16,982
-789
-4% -$96.9K 0.54% 36
2015
Q1 		$2.18M Buy
17,771
+715
+4% +$84.7K 0.64% 33
2014
Q4 		$1.99M Buy
17,056
+461
+3% +$52.5K 0.75% 27
2014
Q3 		$1.84M Buy
16,595
+17
+0.1% +$1.95K 0.75% 28
2014
Q2 		$1.94M Buy
16,578
+301
+2% +$33.7K 0.89% 23
2014
Q1 		$1.84M Sell
16,277
-428
-3% -$47.4K 1.13% 20
2013
Q4 		$1.84M Buy
+16,705
New +$1.78M 1.43% 18

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Checchi Capital Advisers's VB Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.9% in Q2 2026, selling an estimated $423K and leaving 13,487 shares worth $4.09M. The position accounts for 0.18% of the portfolio, ranked #94.

Checchi Capital Advisers first reported a position in VB in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.82M in Q2 2023. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Checchi Capital Advisers held 13,487 shares of Vanguard Morningstar Small-Cap ETF worth $4.09M as of Q2 2026.
  • Checchi Capital Advisers sold 1,475 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $423K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Checchi Capital Advisers's portfolio in Q2 2026, its #94 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $7.82M in Q2 2023.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.