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Elevated Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Elevated Capital Advisors’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 		$3.05M Buy
10,051
+386
+4% +$111K 0.84% 33
2026
Q1 		$2.53M Buy
9,665
+251
+3% +$67.9K 0.64% 38
2025
Q4 		$2.43M Sell
9,414
-182
-2% -$46.6K 0.57% 40
2025
Q3 		$2.44M Buy
9,596
+260
+3% +$64.5K 0.61% 40
2025
Q2 		$2.07M Hold
9,336
– – 0.58% 43
2025
Q1 		$2.07M Sell
9,336
-615
-6% -$147K 0.58% 43
2024
Q4 		$2.39M Sell
9,951
-2,958
-23% -$728K 0.65% 33
2024
Q3 		$3.06M Sell
12,909
-252
-2% -$57.3K 0.81% 27
2024
Q2 		$2.87M Sell
13,161
-557
-4% -$122K 0.81% 31
2024
Q1 		$3.14M Buy
13,718
+259
+2% +$55.7K 0.9% 31
2023
Q4 		$2.87M Buy
13,459
+259
+2% +$49.9K 0.9% 28
2023
Q3 		$2.5M Buy
13,200
+840
+7% +$167K 0.85% 36
2023
Q2 		$2.46M Buy
12,360
+730
+6% +$138K 0.82% 35
2023
Q1 		$2.2M Buy
11,630
+256
+2% +$49.6K 0.79% 39
2022
Q4 		$2.09M Sell
11,374
-433
-4% -$80.3K 0.8% 40
2022
Q3 		$2.02M Buy
+11,807
New +$2.23M 0.79% 36
2022
Q1 		$2.76M Buy
+12,966
New +$2.73M 0.91% 26
2021
Q3 		$2.8M Buy
+12,791
New +$2.84M 0.97% 24
2021
Q1 		$2.71M Buy
12,541
+4,280
+52% +$902K 1.05% 22
2020
Q4 		$1.61M Sell
8,261
-357
-4% -$63K 0.7% 45
2020
Q3 		$1.5M Sell
8,618
-318
-4% -$48.8K 0.7% 44
2020
Q2 		$1.45M Buy
+8,936
New +$1.2M 0.68% 45
2019
Q4 		$753K Buy
+4,548
New +$724K 0.84% 37
2019
Q1 		$1.09M Buy
+9,063
New +$1.35M 0.72% 36

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

Elevated Capital Advisors's VB Position: Q2 2026 in Review

Elevated Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $111K and bringing the position to 10,051 shares worth $3.05M. The position accounts for 0.84% of the portfolio, ranked #33.

Elevated Capital Advisors first reported a position in VB in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.14M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Elevated Capital Advisors held 10,051 shares of Vanguard Morningstar Small-Cap ETF worth $3.05M as of Q2 2026.
  • Elevated Capital Advisors bought 386 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Morningstar Small-Cap ETF made up 0.84% of Elevated Capital Advisors's portfolio in Q2 2026, its #33 holding.
  • Elevated Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $3.14M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.