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Acorn Financial Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Acorn Financial Advisory Services’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 		$5.75M Sell
18,956
-116
-0.6% -$33.2K 0.76% 27
2026
Q1 		$5M Sell
19,072
-118,866
-86% -$32.2M 0.68% 23
2025
Q4 		$35.6M Buy
137,938
+544
+0.4% +$139K 5.25% 5
2025
Q3 		$34.9M Buy
137,394
+1,719
+1% +$426K 5.36% 6
2025
Q2 		$32.2M Sell
135,675
-3,285
-2% -$733K 5.27% 6
2025
Q1 		$30.8M Sell
138,960
-14,250
-9% -$3.4M 5.57% 5
2024
Q4 		$36.8M Buy
153,210
+351
+0.2% +$86.4K 6.07% 5
2024
Q3 		$36.3M Sell
152,859
-495
-0.3% -$112K 6.42% 6
2024
Q2 		$33.4M Buy
153,354
+609
+0.4% +$134K 6.24% 6
2024
Q1 		$34.9M Sell
152,745
-27,528
-15% -$5.92M 6.59% 5
2023
Q4 		$38.3M Sell
180,273
-6,661
-4% -$1.28M 6.72% 3
2023
Q3 		$35.3M Buy
186,934
+3,616
+2% +$720K 6.3% 4
2023
Q2 		$36.5M Buy
183,318
+1,609
+0.9% +$304K 6.48% 5
2023
Q1 		$34.4M Buy
181,709
+1,002
+0.6% +$194K 6.7% 4
2022
Q4 		$33.2M Buy
180,707
+7,197
+4% +$1.33M 7.04% 4
2022
Q3 		$29.7M Buy
173,510
+6,366
+4% +$1.2M 7.07% 4
2022
Q2 		$29.4M Buy
167,144
+6,378
+4% +$1.23M 7.01% 4
2022
Q1 		$34.2M Buy
160,766
+28,897
+22% +$6.08M 6.85% 4
2021
Q4 		$29.8M Buy
131,869
+105,988
+410% +$24.1M 5.97% 5
2021
Q3 		$5.66M Buy
25,881
+1,667
+7% +$371K 1.75% 11
2021
Q2 		$5.45M Buy
24,214
+4,077
+20% +$904K 1.61% 12
2021
Q1 		$4.31M Buy
20,137
+1,515
+8% +$319K 1.57% 12
2020
Q4 		$3.63M Buy
18,622
+4,749
+34% +$838K 1.42% 13
2020
Q3 		$2.13M Buy
13,873
+9,391
+210% +$1.44M 1.12% 17
2020
Q2 		$653K Buy
+4,482
New +$602K 0.46% 78

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Acorn Financial Advisory Services's VB Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.61% in Q2 2026, selling an estimated $33.2K and leaving 18,956 shares worth $5.75M. The position accounts for 0.76% of the portfolio, ranked #27.

Acorn Financial Advisory Services first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $38.3M in Q4 2023. 1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Acorn Financial Advisory Services held 18,956 shares of Vanguard Morningstar Small-Cap ETF worth $5.75M as of Q2 2026.
  • Acorn Financial Advisory Services sold 116 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $33.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.76% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #27 holding.
  • Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Acorn Financial Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $38.3M in Q4 2023.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.