EWP
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Elevation Wealth Partners’s Vanguard Morningstar 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
Q3 		$544K Sell
1,911
-34
-2% -$10.1K 0.15% 82
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Elevation Wealth Partners's VB Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q3 2026, selling an estimated $10.1K and leaving 1,911 shares worth $544K. The position accounts for 0.15% of the portfolio, ranked #82.

Elevation Wealth Partners first reported a position in VB in Q1 2023 and has held it in 15 quarters since. The position peaked at $589K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Elevation Wealth Partners held 1,911 shares of Vanguard Morningstar Small-Cap ETF worth $544K as of Q3 2026.
  • Elevation Wealth Partners sold 34 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $10.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Elevation Wealth Partners's portfolio in Q3 2026, its #82 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $589K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.