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

Copia 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 		$3.03K Hold
10
– – ﹤0.01% 434
2026
Q1 		$2.62K Hold
10
– – ﹤0.01% 416
2025
Q4 		$2.58K Hold
10
– – ﹤0.01% 424
2025
Q3 		$2.54K Hold
10
– – ﹤0.01% 394
2025
Q2 		$2.37K Hold
10
– – ﹤0.01% 382
2025
Q1 		$2.22K Hold
10
– – ﹤0.01% 376
2024
Q4 		$2.4K Buy
+10
New +$2.46K ﹤0.01% 351

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

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

Copia Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 10 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Copia Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Copia Wealth Management held 10 shares of Vanguard Morningstar Small-Cap ETF worth $3.03K as of Q2 2026.
  • Copia Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Copia Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.