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

Curio Wealth’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 		– Sell
-73
Closed -$19.1K – 1093
2026
Q1 		$19.1K Sell
73
-84
-54% -$22.7K 0.01% 178
2025
Q4 		$41.3K Buy
157
+127
+423% +$32.5K 0.01% 151
2025
Q3 		$7.63K Sell
30
-48
-62% -$11.9K ﹤0.01% 196
2025
Q2 		$18.5K Buy
78
+75
+2,500% +$16.7K 0.01% 170
2025
Q1 		$51.7K Sell
3
-212
-99% -$50.6K 0.03% 123
2024
Q4 		$51.7K Buy
+215
New +$52.9K 0.03% 119

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

Curio Wealth's VB Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 73 shares — an estimated $19.1K sold.

Curio Wealth first reported a position in VB in Q4 2024 and held it in 6 quarters. The position peaked at $51.7K in Q1 2025. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Curio Wealth reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 73 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $19.1K.
  • Curio Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $51.7K in Q1 2025.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.