EWP
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Elevation Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Elevation Wealth Partners’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 		$589K Sell
1,945
-51
-3% -$14.6K 0.18% 77
2026
Q1 		$523K Buy
1,996
+1
+0.1% +$271 0.19% 72
2025
Q4 		$514K Sell
1,995
-171
-8% -$43.8K 0.18% 72
2025
Q3 		$551K Sell
2,166
-54
-2% -$13.4K 0.2% 73
2025
Q2 		$526K Sell
2,220
-30
-1% -$6.69K 0.21% 69
2025
Q1 		$499K Sell
2,250
-150
-6% -$35.8K 0.22% 69
2024
Q4 		$577K Sell
2,400
-20
-0.8% -$4.92K 0.24% 60
2024
Q3 		$574K Buy
2,420
+2
+0.1% +$454 0.25% 63
2024
Q2 		$527K Sell
2,418
-50
-2% -$11K 0.25% 67
2024
Q1 		$564K Sell
2,468
-177
-7% -$38.1K 0.28% 59
2023
Q4 		$500K Hold
2,645
– – 0.3% 58
2023
Q3 		$500K Sell
2,645
-33
-1% -$6.58K 0.43% 29
2023
Q2 		$533K Sell
2,678
-141
-5% -$26.6K 0.45% 30
2023
Q1 		$534K Buy
+2,819
New +$547K 0.49% 31

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Elevation Wealth Partners's VB Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 2.6% in Q2 2026, selling an estimated $14.6K and leaving 1,945 shares worth $589K. The position accounts for 0.18% of the portfolio, ranked #77.

Elevation Wealth Partners first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 1,117 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Elevation Wealth Partners held 1,945 shares of Vanguard Small-Cap ETF worth $589K as of Q2 2026.
  • Elevation Wealth Partners sold 51 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $14.6K.
  • Vanguard Small-Cap ETF made up 0.18% of Elevation Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.