EWM
VB icon

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

Evolution 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 		$169K Buy
559
+16
+3% +$4.58K 0.1% 140
2026
Q1 		$142K Buy
543
+101
+23% +$27.3K 0.1% 142
2025
Q4 		$114K Buy
442
+194
+78% +$49.7K 0.09% 155
2025
Q3 		$63.1K Hold
248
– – 0.06% 182
2025
Q2 		$58.8K Buy
+248
New +$55.3K 0.07% 164

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 Management's VB Position: Q2 2026 in Review

Evolution Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q2 2026, buying an estimated $4.58K and bringing the position to 559 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #140.

Evolution Wealth Management first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Evolution Wealth Management held 559 shares of Vanguard Morningstar Small-Cap ETF worth $169K as of Q2 2026.
  • Evolution Wealth Management bought 16 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.58K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Evolution Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.