EWA
VB icon

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

Etesian Wealth Advisors’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 		$443K Sell
1,463
-79
-5% -$22.6K 0.13% 91
2026
Q1 		$404K Sell
1,542
-95
-6% -$25.7K 0.13% 99
2025
Q4 		$422K Sell
1,637
-229
-12% -$58.7K 0.13% 101
2025
Q3 		$474K Sell
1,866
-424
-19% -$105K 0.16% 98
2025
Q2 		$543K Sell
2,290
-103
-4% -$23K 0.2% 92
2025
Q1 		$531K Sell
2,393
-117
-5% -$27.9K 0.23% 87
2024
Q4 		$603K Sell
2,510
-259
-9% -$63.7K 0.27% 85
2024
Q3 		$657K Sell
2,769
-929
-25% -$211K 0.3% 86
2024
Q2 		$806K Sell
3,698
-186
-5% -$40.8K 0.45% 65
2024
Q1 		$888K Sell
3,884
-35
-0.9% -$7.53K 0.51% 63
2023
Q4 		$845K Buy
3,919
+12
+0.3% +$2.31K 0.51% 64
2023
Q3 		$739K Sell
3,907
-3
-0.1% -$598 0.5% 65
2023
Q2 		$778K Buy
3,910
+36
+0.9% +$6.8K 0.51% 65
2023
Q1 		$734K Sell
3,874
-34
-0.9% -$6.59K 0.49% 67
2022
Q4 		$717K Buy
+3,908
New +$724K 0.52% 65

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

Etesian Wealth Advisors's VB Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.1% in Q2 2026, selling an estimated $22.6K and leaving 1,463 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #91.

Etesian Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $888K in Q1 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Etesian Wealth Advisors held 1,463 shares of Vanguard Morningstar Small-Cap ETF worth $443K as of Q2 2026.
  • Etesian Wealth Advisors sold 79 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $22.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Etesian Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Etesian Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $888K in Q1 2024.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.