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Wellington-Altus USA’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wellington-Altus USA’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 		$24.4K Buy
+93
New +$26.7K 0.02% 462
2026
Q1 		– Sell
-93
Closed -$24K – 752
2025
Q4 		$24K Buy
+93
New +$23.8K 0.02% 447

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wellington-Altus USA's VB Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 93 shares worth $24.4K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in VB as recently as Q4 2025.

Wellington-Altus USA first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 2,483 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wellington-Altus USA held 93 shares of Vanguard Morningstar Small-Cap ETF worth $24.4K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Wellington-Altus USA position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #462 holding.
  • Wellington-Altus USA first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.