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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vestia Personal Wealth Advisors's VB Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.64% in Q1 2026, buying an estimated $3.25K and bringing the position to 1,881 shares worth $493K. The position accounts for 0.23% of the portfolio, ranked #55.

Vestia Personal Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $517K in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Vestia Personal Wealth Advisors held 1,881 shares of Vanguard Morningstar Small-Cap ETF worth $493K as of Q1 2026.
Vestia Personal Wealth Advisors bought 12 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $3.25K.
Vanguard Morningstar Small-Cap ETF made up 0.23% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $517K in Q4 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.