Elevate Wealth Advisory’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Elevate Wealth Advisory's VB Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Vanguard Small-Cap ETF (VB) stake by 3.9% in Q1 2026, selling an estimated $11.4K and leaving 1,028 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #68.

Elevate Wealth Advisory first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $276K in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Elevate Wealth Advisory held 1,028 shares of Vanguard Small-Cap ETF worth $269K as of Q1 2026.
Elevate Wealth Advisory sold 42 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $11.4K.
Vanguard Small-Cap ETF made up 0.17% of Elevate Wealth Advisory's portfolio in Q1 2026, its #68 holding.
Elevate Wealth Advisory first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Small-Cap ETF position peaked at $276K in Q4 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.