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

Gratus 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 Q1	–	Sell	-1,189	Closed	-$307K	–	139
2025 Q4	$307K	Sell	1,189 -51	-4%	-$13.1K	0.04%	114
2025 Q3	$315K	Buy	1,240 +1	+0.1%	+$248	0.04%	111
2025 Q2	$294K	Sell	1,239 -907	-42%	-$202K	0.04%	112
2025 Q1	$476K	Sell	2,146 -97,335	-98%	-$23.2M	0.08%	92
2024 Q4	$23.9M	Buy	99,481 +706	+0.7%	+$174K	3.83%	13
2024 Q3	$23.2M	Buy	98,775 +2,023	+2%	+$460K	3.79%	12
2024 Q2	$22M	Sell	96,752 -2,284	-2%	-$502K	3.79%	13
2024 Q1	$20.9M	Sell	99,036 -5,675	-5%	-$1.22M	3.83%	12
2023 Q4	$22.3M	Buy	+104,711	New	+$20.2M	4.4%	8

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Gratus Wealth Advisors's VB Position: Q1 2026 in Review

Gratus Wealth Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,189 shares — an estimated $307K sold.

Gratus Wealth Advisors first reported a position in VB in Q4 2023 and held it in 9 quarters. The position peaked at $23.9M in Q4 2024. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Gratus Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 1,189 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $307K.
Gratus Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and held it in 9 quarters.
Gratus Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $23.9M in Q4 2024.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Gratus Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.