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Elmwood Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Elmwood Wealth 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 		$379K Hold
1,251
– – 0.09% 148
2026
Q1 		$328K Hold
1,251
– – 0.09% 144
2025
Q4 		$323K Buy
1,251
+200
+19% +$51.2K 0.1% 140
2025
Q3 		$267K Hold
1,051
– – 0.09% 127
2025
Q2 		$249K Sell
1,051
-521
-33% -$116K 0.1% 121
2025
Q1 		$348K Hold
1,572
– – 0.14% 108
2024
Q4 		$378K Sell
1,572
-113
-7% -$27.8K 0.15% 105
2024
Q3 		$400K Buy
1,685
+113
+7% +$25.7K 0.16% 104
2024
Q2 		$343K Hold
1,572
– – 0.15% 99
2024
Q1 		$359K Buy
1,572
+214
+16% +$46K 0.15% 101
2023
Q4 		$290K Sell
1,358
-212
-14% -$40.8K 0.2% 96
2023
Q3 		$297K Hold
1,570
– – 0.14% 107
2023
Q2 		$312K Buy
1,570
+1
+0.1% +$189 0.15% 103
2023
Q1 		$297K Buy
1,569
+1
+0.1% +$194 0.14% 104
2022
Q4 		$288K Buy
1,568
+1
+0.1% +$185 0.14% 107
2022
Q3 		$268K Hold
1,567
– – 0.13% 102
2022
Q2 		$276K Buy
1,567
+159
+11% +$30.7K 0.16% 101
2022
Q1 		$299K Hold
1,408
– – 0.15% 102
2021
Q4 		$318K Buy
+1,408
New +$320K 0.15% 100
2021
Q2 		$317K Hold
1,408
– – 0.17% 92
2021
Q1 		$301K Buy
+1,408
New +$297K 0.18% 91
2020
Q3 		$205K Hold
1,408
– – 0.17% 85
2020
Q2 		$205K Sell
1,408
-65
-4% -$8.73K 0.17% 85
2020
Q1 		$216K Buy
1,473
+66
+5% +$9.92K 0.21% 85
2019
Q4 		$233K Hold
1,407
– – 0.2% 83
2019
Q3 		$217K Hold
1,407
– – 0.22% 74
2019
Q2 		$221K Hold
1,407
– – 0.2% 80
2019
Q1 		$215K Sell
1,407
-66
-4% -$9.81K 0.2% 80
2018
Q4 		$194K Hold
1,473
– – 0.19% 88
2018
Q3 		$239K Buy
1,473
+1
+0.1% +$162 0.2% 86
2018
Q2 		$229K Sell
1,472
-1
-0.1% -$153 0.21% 86
2018
Q1 		$216K Buy
+1,473
New +$220K 0.21% 85

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

Elmwood Wealth Management's VB Position: Q2 2026 in Review

Elmwood Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,251 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #148.

Elmwood Wealth Management first reported a position in VB in Q1 2018 and has held it in 32 quarters since. The position peaked at $400K in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Elmwood Wealth Management held 1,251 shares of Vanguard Morningstar Small-Cap ETF worth $379K as of Q2 2026.
  • Elmwood Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Elmwood Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Elmwood Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $400K in Q3 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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