Aaron Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Aaron 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	$1.74M	Sell	6,643 -1,005	-13%	-$272K	0.1%	128
2025 Q4	$1.97M	Buy	7,648 +1,157	+18%	+$296K	0.11%	131
2025 Q3	$1.65M	Sell	6,491 -207	-3%	-$51.3K	0.1%	141
2025 Q2	$1.59M	Buy	6,698 +104	+2%	+$23.2K	0.16%	84
2025 Q1	$1.46M	Sell	6,594 -122	-2%	-$29.1K	0.17%	86
2024 Q4	$1.61M	Buy	6,716 +201	+3%	+$49.5K	0.19%	74
2024 Q3	$1.55M	Buy	6,515 +191	+3%	+$43.4K	0.18%	76
2024 Q2	$1.38M	Buy	6,324 +1,665	+36%	+$366K	0.19%	71
2024 Q1	$1.07M	Buy	4,659 +431	+10%	+$92.7K	0.15%	88
2023 Q4	$902K	Buy	4,228 +542	+15%	+$104K	0.15%	86
2023 Q3	$697K	Buy	3,686 +172	+5%	+$34.3K	0.09%	121
2023 Q2	$699K	Sell	3,514 -485	-12%	-$91.7K	0.09%	126
2023 Q1	$758K	Buy	3,999 +317	+9%	+$61.5K	0.1%	109
2022 Q4	$676K	Sell	3,682 -196	-5%	-$36.3K	0.1%	122
2022 Q3	$663K	Sell	3,878 -302	-7%	-$57K	0.12%	95
2022 Q2	$736K	Sell	4,180 -612,978	-99%	-$118M	0.19%	74
2022 Q1	$2.9M	Buy	617,158 +612,689	+13,710%	+$129M	0.04%	184
2021 Q4	$1.01M	Buy	+4,469	New	+$1.02M	0.28%	52

Other funds holding VB

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Mercer Global Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jones Financial Companies

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

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