Elite Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Elite Financial’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	$9.6M	Sell	31,678 -653	-2%	-$187K	3.88%	11
2026 Q1	$8.47M	Sell	32,331 -315	-1%	-$85.2K	3.8%	12
2025 Q4	$8.42M	Sell	32,646 -45	-0.1%	-$11.5K	3.83%	11
2025 Q3	$8.34M	Sell	32,691 -51	-0.2%	-$12.6K	3.82%	12
2025 Q2	$7.9M	Sell	32,742 -663	-2%	-$148K	3.89%	12
2025 Q1	$7.41M	Buy	33,405 +139	+0.4%	+$33.2K	3.92%	12
2024 Q4	$7.99M	Buy	+33,266	New	+$8.19M	4.33%	11

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 22.96% 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

Elite Financial's VB Position: Q2 2026 in Review

Elite Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, selling an estimated $187K and leaving 31,678 shares worth $9.6M. The position accounts for 3.88% of the portfolio, ranked #11.

Elite Financial first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Elite Financial held 31,678 shares of Vanguard Morningstar Small-Cap ETF worth $9.6M as of Q2 2026.
Elite Financial sold 653 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $187K.
Vanguard Morningstar Small-Cap ETF made up 3.88% of Elite Financial's portfolio in Q2 2026, its #11 holding.
Elite Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.