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

Vestia Personal 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 Q2	$565K	Sell	1,870 -11	-0.6%	-$3.15K	0.22%	51
2026 Q1	$493K	Buy	1,881 +12	+0.6%	+$3.25K	0.23%	55
2025 Q4	$517K	Sell	1,869 -22	-1%	-$5.64K	0.26%	49
2025 Q3	$481K	Buy	1,891 +301	+19%	+$74.7K	0.28%	52
2025 Q2	$377K	Buy	1,590 +315	+25%	+$70.3K	0.26%	60
2025 Q1	$283K	Sell	1,275 -18	-1%	-$4.3K	0.22%	67
2024 Q4	$311K	Buy	1,293 +25	+2%	+$6.15K	0.26%	60
2024 Q3	$301K	Buy	1,268 +21	+2%	+$4.77K	0.28%	54
2024 Q2	$272K	Buy	+1,247	New	+$274K	0.29%	58

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

Vestia Personal Wealth Advisors's VB Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.58% in Q2 2026, selling an estimated $3.15K and leaving 1,870 shares worth $565K. The position accounts for 0.22% of the portfolio, ranked #51.

Vestia Personal Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Vestia Personal Wealth Advisors held 1,870 shares of Vanguard Morningstar Small-Cap ETF worth $565K as of Q2 2026.
Vestia Personal Wealth Advisors sold 11 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.15K.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.