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

Elyxium Wealth’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	$928K	Sell	3,061 -76	-2%	-$21.8K	0.1%	135
2026 Q1	$822K	Buy	3,137 +8	+0.3%	+$2.17K	0.26%	75
2025 Q4	$807K	Buy	3,129 +258	+9%	+$66.1K	0.22%	80
2025 Q3	$730K	Hold	2,871	–	–	0.25%	76
2025 Q2	$680K	Sell	2,871 -1,091	-28%	-$243K	0.26%	74
2025 Q1	$879K	Sell	3,962 -423	-10%	-$101K	0.39%	53
2024 Q4	$1.05M	Buy	4,385 +875	+25%	+$215K	0.64%	28
2024 Q3	$833K	Buy	+3,510	New	+$798K	0.46%	49

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

Elyxium Wealth's VB Position: Q2 2026 in Review

Elyxium Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q2 2026, selling an estimated $21.8K and leaving 3,061 shares worth $928K. The position accounts for 0.1% of the portfolio, ranked #135.

Elyxium Wealth first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Elyxium Wealth held 3,061 shares of Vanguard Morningstar Small-Cap ETF worth $928K as of Q2 2026.
Elyxium Wealth sold 76 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $21.8K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Elyxium Wealth's portfolio in Q2 2026, its #135 holding.
Elyxium Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Elyxium Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $1.05M in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.