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

Elevate Wealth Advisory’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	$312K	Hold	1,028	–	–	0.18%	68
2026 Q1	$269K	Sell	1,028 -42	-4%	-$11.4K	0.17%	68
2025 Q4	$276K	Buy	1,070 +1	+0.1%	+$256	0.19%	61
2025 Q3	$273K	Sell	1,069 -62	-5%	-$15.4K	0.2%	61
2025 Q2	$269K	Buy	1,131 +64	+6%	+$14.3K	0.19%	65
2025 Q1	$237K	Sell	1,067 -28	-3%	-$6.69K	0.17%	67
2024 Q4	$263K	Hold	1,095	–	–	0.2%	60
2024 Q3	$261K	Hold	1,095	–	–	0.19%	57
2024 Q2	$240K	Hold	1,095	–	–	0.19%	56
2024 Q1	$250K	Hold	1,095	–	–	0.22%	51
2023 Q4	$234K	Buy	+1,095	New	+$211K	0.21%	53

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

Elevate Wealth Advisory's VB Position: Q2 2026 in Review

Elevate Wealth Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,028 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #68.

Elevate Wealth Advisory first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Elevate Wealth Advisory held 1,028 shares of Vanguard Morningstar Small-Cap ETF worth $312K as of Q2 2026.
Elevate Wealth Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Elevate Wealth Advisory's portfolio in Q2 2026, its #68 holding.
Elevate Wealth Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.