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Evolution Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Evolution Advisers’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 		$10.3M Buy
33,903
+1,422
+4% +$408K 3.78% 9
2026
Q1 		$8.51M Buy
32,481
+615
+2% +$166K 3.59% 9
2025
Q4 		$8.22M Buy
31,866
+959
+3% +$246K 3.56% 9
2025
Q3 		$7.88M Buy
30,907
+1,971
+7% +$489K 3.54% 9
2025
Q2 		$6.88M Sell
28,936
-1,149
-4% -$256K 3.37% 9
2025
Q1 		$6.4M Buy
30,085
+3,306
+12% +$790K 3.37% 9
2024
Q4 		$6.43M Buy
26,779
+511
+2% +$126K 3.52% 9
2024
Q3 		$6.23M Sell
26,268
-611
-2% -$139K 3.39% 9
2024
Q2 		$5.86M Sell
26,879
-172
-0.6% -$37.8K 3.37% 9
2024
Q1 		$6.18M Buy
27,051
+235
+0.9% +$50.5K 3.65% 9
2023
Q4 		$5.68M Buy
26,816
+32
+0.1% +$6.17K 3.63% 9
2023
Q3 		$5.06M Sell
26,784
-1,020
-4% -$203K 3.67% 9
2023
Q2 		$5.53M Sell
27,804
-364
-1% -$68.8K 3.9% 9
2023
Q1 		$5.34M Buy
28,168
+583
+2% +$113K 3.84% 9
2022
Q4 		$5.06M Buy
27,585
+1,483
+6% +$275K 3.94% 9
2022
Q3 		$4.46M Buy
26,102
+320
+1% +$60.4K 3.89% 9
2022
Q2 		$4.6M Sell
25,782
-1,437
-5% -$277K 3.76% 9
2022
Q1 		$5.78M Buy
27,219
+1,636
+6% +$344K 4.28% 9
2021
Q4 		$5.78M Buy
+25,583
New +$5.81M 4.25% 9

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

Evolution Advisers's VB Position: Q2 2026 in Review

Evolution Advisers increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, buying an estimated $408K and bringing the position to 33,903 shares worth $10.3M. The position accounts for 3.78% of the portfolio, ranked #9.

Evolution Advisers first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Evolution Advisers held 33,903 shares of Vanguard Morningstar Small-Cap ETF worth $10.3M as of Q2 2026.
  • Evolution Advisers bought 1,422 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $408K.
  • Vanguard Morningstar Small-Cap ETF made up 3.78% of Evolution Advisers's portfolio in Q2 2026, its #9 holding.
  • Evolution Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.