EWA LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

EWA LLC’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	$894K	Buy	2,949 +8	+0.3%	+$2.29K	0.16%	79
2026 Q1	$770K	Sell	2,941 -669	-19%	-$181K	0.17%	70
2025 Q4	$931K	Buy	3,610 +17	+0.5%	+$4.36K	0.23%	58
2025 Q3	$914K	Buy	3,593 +23	+0.6%	+$5.7K	0.25%	50
2025 Q2	$846K	Buy	3,570 +483	+16%	+$108K	0.27%	50
2025 Q1	$684K	Sell	3,087 -101	-3%	-$24.1K	0.25%	46
2024 Q4	$766K	Buy	3,188 +265	+9%	+$65.2K	0.29%	40
2024 Q3	$728K	Buy	2,923 +9	+0.3%	+$2.04K	0.26%	45
2024 Q2	$673K	Sell	2,914 -34	-1%	-$7.47K	0.28%	38
2024 Q1	$656K	Buy	2,948 +7	+0.2%	+$1.51K	0.29%	34
2023 Q4	$618K	Buy	2,941 +15	+0.5%	+$2.89K	0.3%	34
2023 Q3	$536K	Buy	2,926 +11	+0.4%	+$2.19K	0.35%	35
2023 Q2	$580K	Buy	2,915 +11	+0.4%	+$2.08K	0.4%	28
2023 Q1	$534K	Buy	+2,904	New	+$563K	0.4%	28

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

EWA LLC's VB Position: Q2 2026 in Review

EWA LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.27% in Q2 2026, buying an estimated $2.29K and bringing the position to 2,949 shares worth $894K. The position accounts for 0.16% of the portfolio, ranked #79.

EWA LLC first reported a position in VB in Q1 2023 and has held it in 14 quarters since. The position peaked at $931K in Q4 2025. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

EWA LLC held 2,949 shares of Vanguard Morningstar Small-Cap ETF worth $894K as of Q2 2026.
EWA LLC bought 8 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.29K.
Vanguard Morningstar Small-Cap ETF made up 0.16% of EWA LLC's portfolio in Q2 2026, its #79 holding.
EWA LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
EWA LLC's Vanguard Morningstar Small-Cap ETF position peaked at $931K in Q4 2025.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.