AWA
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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
Q3 		$1.95M Sell
6,843
-47
-0.7% -$14K 0.1% 130
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Aaron Wealth Advisors's VB Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.68% in Q3 2026, selling an estimated $14K and leaving 6,843 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #130.

Aaron Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.09M in Q2 2026. 343 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Aaron Wealth Advisors held 6,843 shares of Vanguard Morningstar Small-Cap ETF worth $1.95M as of Q3 2026.
  • Aaron Wealth Advisors sold 47 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $14K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Aaron Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Aaron Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.09M in Q2 2026.
  • 343 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.