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

Sovran 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 Q2	$1.99M	Buy	6,671 +14	+0.2%	+$4.01K	0.15%	160
2026 Q1	$1.89M	Buy	6,657 +482	+8%	+$130K	0.15%	158
2025 Q4	$1.7M	Buy	6,175 +1,401	+29%	+$359K	0.14%	155
2025 Q3	$1.21M	Buy	4,774 +1,017	+27%	+$252K	0.11%	192
2025 Q2	$908K	Buy	3,757 +1,049	+39%	+$234K	0.1%	223
2025 Q1	$561K	Buy	2,708 +931	+52%	+$222K	0.07%	267
2024 Q4	$431K	Buy	+1,777	New	+$437K	0.06%	283

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

Sovran Advisors's VB Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.21% in Q2 2026, buying an estimated $4.01K and bringing the position to 6,671 shares worth $1.99M. The position accounts for 0.15% of the portfolio, ranked #160.

Sovran Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sovran Advisors held 6,671 shares of Vanguard Morningstar Small-Cap ETF worth $1.99M as of Q2 2026.
Sovran Advisors bought 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
Vanguard Morningstar Small-Cap ETF made up 0.15% of Sovran Advisors's portfolio in Q2 2026, its #160 holding.
Sovran Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.