Acorn Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.63M | Buy |
15,290
+98
| +0.6% | +$28.1K | 1.13% | 18 |
|
|
2026
Q1 | $3.98M | Buy |
15,192
+1,650
| +12% | +$447K | 1.16% | 19 |
|
|
2025
Q4 | $3.49M | Sell |
13,542
-1,094
| -7% | -$280K | 1.04% | 23 |
|
|
2025
Q3 | $3.72M | Buy |
14,636
+307
| +2% | +$76.1K | 1.17% | 18 |
|
|
2025
Q2 | $3.4M | Buy |
14,329
+1,049
| +8% | +$234K | 1.26% | 20 |
|
|
2025
Q1 | $2.94M | Sell |
13,280
-266
| -2% | -$63.5K | 1.23% | 19 |
|
|
2024
Q4 | $3.25M | Buy |
13,546
+332
| +3% | +$81.7K | 1.34% | 16 |
|
|
2024
Q3 | $3.13M | Buy |
13,214
+85
| +0.6% | +$19.3K | 1.35% | 16 |
|
|
2024
Q2 | $2.86M | Buy |
13,129
+509
| +4% | +$112K | 1.41% | 15 |
|
|
2024
Q1 | $2.88M | Buy |
12,620
+779
| +7% | +$168K | 1.51% | 13 |
|
|
2023
Q4 | $2.53M | Buy |
11,841
+134
| +1% | +$25.8K | 1.5% | 13 |
|
|
2023
Q3 | $2.21M | Buy |
11,707
+159
| +1% | +$31.7K | 1.47% | 15 |
|
|
2023
Q2 | $2.3M | Buy |
11,548
+18
| +0.2% | +$3.4K | 1.57% | 14 |
|
|
2023
Q1 | $2.19M | Buy |
11,530
+19
| +0.2% | +$3.69K | 1.61% | 14 |
|
|
2022
Q4 | $2.11M | Buy |
11,511
+26
| +0.2% | +$4.82K | 1.62% | 14 |
|
|
2022
Q3 | $1.96M | Buy |
11,485
+19
| +0.2% | +$3.59K | 1.61% | 16 |
|
|
2022
Q2 | $2.02M | Buy |
11,466
+58
| +0.5% | +$11.2K | 1.59% | 15 |
|
|
2022
Q1 | $2.42M | Buy |
11,408
+30
| +0.3% | +$6.32K | 1.67% | 15 |
|
|
2021
Q4 | $2.57M | Sell |
11,378
-473
| -4% | -$107K | 1.63% | 15 |
|
|
2021
Q3 | $2.59M | Sell |
11,851
-3
| -0% | -$667 | 1.81% | 10 |
|
|
2021
Q2 | $2.67M | Sell |
11,854
-50
| -0.4% | -$11.1K | 1.84% | 9 |
|
|
2021
Q1 | $2.55M | Buy |
11,904
+31
| +0.3% | +$6.53K | 1.83% | 10 |
|
|
2020
Q4 | $2.31M | Buy |
11,873
+96
| +0.8% | +$16.9K | 1.82% | 11 |
|
|
2020
Q3 | $1.81M | Buy |
11,777
+3
| +0% | +$461 | 1.59% | 15 |
|
|
2020
Q2 | $1.72M | Hold |
11,774
| – | – | 1.6% | 16 |
|
|
2020
Q1 | $1.34M | Buy |
11,774
+7
| +0.1% | +$1.05K | 1.5% | 15 |
|
|
2019
Q4 | $1.95M | Sell |
11,767
-122
| -1% | -$19.4K | 1.64% | 14 |
|
|
2019
Q3 | $1.9M | Sell |
11,889
-82
| -0.7% | -$12.7K | 1.63% | 14 |
|
|
2019
Q2 | $1.84M | Buy |
11,971
+129
| +1% | +$19.9K | 1.68% | 12 |
|
|
2019
Q1 | $1.86M | Buy |
11,842
+5
| +0% | +$743 | 1.68% | 12 |
|
|
2018
Q4 | $1.65M | Buy |
11,837
+9
| +0.1% | +$1.31K | 1.69% | 14 |
|
|
2018
Q3 | $1.76M | Buy |
11,828
+6
| +0.1% | +$971 | 1.74% | 13 |
|
|
2018
Q2 | $1.85M | Buy |
11,822
+4
| +0% | +$612 | 1.57% | 11 |
|
|
2018
Q1 | $1.76M | Sell |
11,818
-358
| -3% | -$53.4K | 1.52% | 12 |
|
|
2017
Q4 | $1.82M | Buy |
+12,176
| New | +$1.76M | 1.66% | 10 |
|
Other funds holding VB
Acorn Wealth Advisors's VB Position: Q2 2026 in Review
Acorn Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.65% in Q2 2026, buying an estimated $28.1K and bringing the position to 15,290 shares worth $4.63M. The position accounts for 1.13% of the portfolio, ranked #18.
Acorn Wealth Advisors first reported a position in VB in Q4 2017 and has held it in 35 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Acorn Wealth Advisors held 15,290 shares of Vanguard Morningstar Small-Cap ETF worth $4.63M as of Q2 2026.
- Acorn Wealth Advisors bought 98 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $28.1K.
- Vanguard Morningstar Small-Cap ETF made up 1.13% of Acorn Wealth Advisors's portfolio in Q2 2026, its #18 holding.
- Acorn Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.