Elevatus Welath Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Elevatus Welath Management’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	$1.19M	Buy	3,915 +793	+25%	+$227K	0.29%	72
2026 Q1	$818K	Sell	3,122 -717	-19%	-$194K	0.43%	52
2025 Q4	$990K	Buy	3,839 +639	+20%	+$164K	0.27%	69
2025 Q3	$814K	Buy	3,200 +245	+8%	+$60.8K	0.23%	59
2025 Q2	$700K	Buy	2,955 +1,705	+136%	+$380K	0.23%	53
2025 Q1	$277K	Sell	1,250 -3,212	-72%	-$767K	0.16%	77
2024 Q4	$1.07M	Sell	4,462 -367	-8%	-$90.3K	0.37%	36
2024 Q3	$1.15M	Buy	4,829 +3,484	+259%	+$792K	0.37%	36
2024 Q2	$293K	Sell	1,345 -1,425	-51%	-$313K	0.11%	81
2024 Q1	$633K	Buy	2,770 +1,175	+74%	+$253K	0.25%	48
2023 Q4	$340K	Buy	+1,595	New	+$307K	0.15%	64

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 22.9% 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

Elevatus Welath Management's VB Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 25% in Q2 2026, buying an estimated $227K and bringing the position to 3,915 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #72.

Elevatus Welath Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Elevatus Welath Management held 3,915 shares of Vanguard Morningstar Small-Cap ETF worth $1.19M as of Q2 2026.
Elevatus Welath Management bought 793 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $227K.
Vanguard Morningstar Small-Cap ETF made up 0.29% of Elevatus Welath Management's portfolio in Q2 2026, its #72 holding.
Elevatus Welath Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.