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

Evolution 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 		$10.9M Sell
35,915
-932
-3% -$267K 1.27% 16
2026
Q1 		$9.65M Buy
36,847
+623
+2% +$169K 0.98% 16
2025
Q4 		$9.34M Sell
36,224
-27
-0.1% -$6.92K 0.94% 18
2025
Q3 		$9.22M Buy
36,251
+50
+0.1% +$12.4K 1.24% 20
2025
Q2 		$8.58M Sell
36,201
-4,227
-10% -$943K 1.26% 18
2025
Q1 		$8.96M Sell
40,428
-635
-2% -$152K 1.5% 16
2024
Q4 		$9.87M Sell
41,063
-1,454
-3% -$358K 1.65% 14
2024
Q3 		$10.1M Buy
42,517
+120
+0.3% +$27.3K 1.81% 11
2024
Q2 		$9.24M Sell
42,397
-20
-0% -$4.39K 1.8% 13
2024
Q1 		$9.7M Sell
42,417
-165
-0.4% -$35.5K 1.86% 12
2023
Q4 		$9.08M Buy
42,582
+49
+0.1% +$9.44K 1.83% 14
2023
Q3 		$8.04M Buy
42,533
+84
+0.2% +$16.7K 1.8% 18
2023
Q2 		$8.44M Sell
42,449
-115
-0.3% -$21.7K 1.86% 16
2023
Q1 		$8.07M Sell
42,564
-94
-0.2% -$18.2K 1.94% 15
2022
Q4 		$7.83M Buy
42,658
+120
+0.3% +$22.2K 1.97% 15
2022
Q3 		$7.27M Sell
42,538
-11,779
-22% -$2.22M 1.99% 13
2022
Q2 		$9.57M Buy
54,317
+65
+0.1% +$12.6K 2.42% 13
2022
Q1 		$11.5M Sell
54,252
-70,434
-56% -$14.8M 2.37% 12
2021
Q4 		$28.2M Buy
124,686
+13,634
+12% +$3.1M 4.26% 6
2021
Q3 		$24.3M Sell
111,052
-30,979
-22% -$6.89M 5.2% 4
2021
Q2 		$32M Sell
142,031
-2,315
-2% -$513K 6.5% 3
2021
Q1 		$30.9M Buy
144,346
+5,902
+4% +$1.24M 6.9% 3
2020
Q4 		$27M Buy
138,444
+62,905
+83% +$11.1M 6.08% 3
2020
Q3 		$11.6M Buy
+75,539
New +$11.6M 3.18% 8

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 Wealth Advisors's VB Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $267K and leaving 35,915 shares worth $10.9M. The position accounts for 1.27% of the portfolio, ranked #16.

Evolution Wealth Advisors first reported a position in VB in Q3 2020 and has held it in 24 quarters since. The position peaked at $32M in Q2 2021. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Evolution Wealth Advisors held 35,915 shares of Vanguard Morningstar Small-Cap ETF worth $10.9M as of Q2 2026.
  • Evolution Wealth Advisors sold 932 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $267K.
  • Vanguard Morningstar Small-Cap ETF made up 1.27% of Evolution Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Evolution Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $32M in Q2 2021.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.