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

Leo Wealth 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
Q1 		$616K Sell
2,353
-128
-5% -$34.6K 0.04% 239
2025
Q4 		$640K Buy
+2,481
New +$636K 0.05% 226
2025
Q3 		– Sell
-2,013
Closed -$477K – 392
2025
Q2 		$477K Buy
+2,013
New +$449K 0.04% 242

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

Leo Wealth LLC's VB Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.2% in Q1 2026, selling an estimated $34.6K and leaving 2,353 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #239.

Leo Wealth LLC first reported a position in VB in Q2 2025 and has held it in 3 quarters since. The position peaked at $640K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Leo Wealth LLC held 2,353 shares of Vanguard Morningstar Small-Cap ETF worth $616K as of Q1 2026.
  • Leo Wealth LLC sold 128 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $34.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #239 holding.
  • Leo Wealth LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's Vanguard Morningstar Small-Cap ETF position peaked at $640K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.