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Aaron Wealth Advisors’s Vanguard Morningstar 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
Q2 		$2.09M Buy
6,890
+247
+4% +$70.8K 0.11% 122
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 Buy
4,180
+1,276
+44% +$246K 0.19% 74
2022
Q1 		$617K Sell
2,904
-1,565
-35% -$329K 0.14% 91
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 $1.55T 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

Aaron Wealth Advisors's VB Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q2 2026, buying an estimated $70.8K and bringing the position to 6,890 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #122.

Aaron Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aaron Wealth Advisors held 6,890 shares of Vanguard Morningstar Small-Cap ETF worth $2.09M as of Q2 2026.
  • Aaron Wealth Advisors bought 247 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $70.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Aaron Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.