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Consultiva Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Consultiva Wealth Management’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 		$1.8M Buy
5,945
+1,590
+37% +$456K 4.06% 6
2026
Q1 		$1.14M Hold
4,355
– – 3.31% 7
2025
Q4 		$1.12M Hold
4,355
– – 3.15% 7
2025
Q3 		$1.11M Sell
4,355
-104
-2% -$25.8K 3.11% 8
2025
Q2 		$1.06M Hold
4,459
– – 3.26% 7
2025
Q1 		$989K Hold
4,459
– – 3.4% 8
2024
Q4 		$1.07M Sell
4,459
-194
-4% -$47.7K 5.37% 4
2024
Q3 		$1.1M Hold
4,653
– – 8.78% 4
2024
Q2 		$1.01M Sell
4,653
-157
-3% -$34.5K 9.24% 5
2024
Q1 		$1.1M Buy
+4,810
New +$1.03M 10.3% 4
2023
Q3 		$61.7K Buy
326
+86
+36% +$17.1K 1.58% 11
2023
Q2 		$47.8K Buy
240
+1
+0.4% +$189 1.21% 12
2023
Q1 		$45.5K Hold
239
– – 1.17% 12
2022
Q4 		$43.9K Buy
239
+1
+0.4% +$185 1.14% 13
2022
Q3 		$41K Hold
238
– – 1.15% 14
2022
Q2 		$42K Buy
238
+1
+0.4% +$193 1.18% 15
2022
Q1 		$50K Hold
237
– – 1.2% 13
2021
Q4 		$53K Buy
237
+1
+0.4% +$227 1.21% 14
2021
Q3 		$52K Buy
+236
New +$52.5K 1.2% 14
2021
Q1 		$50K Hold
235
– – 1.08% 19
2020
Q4 		$46K Buy
+235
New +$41.5K 1.07% 21
2019
Q2 		$53K Buy
+235
New +$36.3K 1.08% 19

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 22.96% 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

Consultiva Wealth Management's VB Position: Q2 2026 in Review

Consultiva Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 37% in Q2 2026, buying an estimated $456K and bringing the position to 5,945 shares worth $1.8M. The position accounts for 4.06% of the portfolio, ranked #6.

Consultiva Wealth Management first reported a position in VB in Q2 2019 and has held it in 22 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Consultiva Wealth Management held 5,945 shares of Vanguard Morningstar Small-Cap ETF worth $1.8M as of Q2 2026.
  • Consultiva Wealth Management bought 1,590 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $456K.
  • Vanguard Morningstar Small-Cap ETF made up 4.06% of Consultiva Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Consultiva Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 22 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.