Private Wealth Advisors (California)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Private Wealth Advisors (California)’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	$2.17M	Sell	7,173 -24	-0.3%	-$6.88K	0.56%	49
2026 Q1	$1.89M	Sell	7,197 -60	-0.8%	-$16.2K	0.53%	51
2025 Q4	$1.87M	Sell	7,257 -1,146	-14%	-$294K	0.6%	45
2025 Q3	$2.14M	Sell	8,403 -337	-4%	-$83.6K	0.72%	42
2025 Q2	$2.07M	Buy	+8,740	New	+$1.95M	0.76%	44

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

Private Wealth Advisors (California)'s VB Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.33% in Q2 2026, selling an estimated $6.88K and leaving 7,173 shares worth $2.17M. The position accounts for 0.56% of the portfolio, ranked #49.

Private Wealth Advisors (California) 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.

Private Wealth Advisors (California) held 7,173 shares of Vanguard Morningstar Small-Cap ETF worth $2.17M as of Q2 2026.
Private Wealth Advisors (California) sold 24 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Morningstar Small-Cap ETF made up 0.56% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #49 holding.
Private Wealth Advisors (California) 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 Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.