Advisor Resource Council’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-2,560	Closed	-$607K	–	174
2025 Q2	$607K	Sell	2,560 -47,496	-95%	-$10.6M	0.24%	67
2025 Q1	$10.5M	Buy	50,056 +48,704	+3,602%	+$11.6M	0.85%	23
2024 Q4	$325K	Sell	1,352 -2,253	-62%	-$554K	0.23%	49
2024 Q3	$855K	Buy	+3,605	New	+$819K	0.39%	63
2024 Q2	–	Sell	-5,418	Closed	-$1.16M	–	219
2024 Q1	$1.16M	Sell	5,418 -42,009	-89%	-$9.04M	0.49%	41
2023 Q4	$10.1M	Buy	47,427 +43,569	+1,129%	+$8.39M	1.18%	14
2023 Q3	$729K	Sell	3,858 -430	-10%	-$85.7K	0.38%	48
2023 Q2	$853K	Sell	4,288 -1,201	-22%	-$227K	0.38%	44
2023 Q1	$1.03M	Buy	+5,489	New	+$1.06M	0.26%	102
2022 Q3	–	Sell	-47,897	Closed	-$8.44M	–	482
2022 Q2	$8.44M	Buy	+47,897	New	+$9.25M	0.78%	32
2022 Q1	–	Sell	-38,020	Closed	-$8.59M	–	531
2021 Q4	$8.59M	Buy	+38,020	New	+$8.64M	0.67%	31
2021 Q3	–	Sell	-32,838	Closed	-$7.4M	–	479
2021 Q2	$7.4M	Buy	+32,838	New	+$7.28M	0.77%	29

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Advisor Resource Council's VB Position: Q3 2025 in Review

Advisor Resource Council sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 2,560 shares — an estimated $607K sold.

Advisor Resource Council first reported a position in VB in Q2 2021 and held it in 12 quarters. The position peaked at $10.5M in Q1 2025. 2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Advisor Resource Council reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 2,560 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $607K.
Advisor Resource Council first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and held it in 12 quarters.
Advisor Resource Council's Vanguard Morningstar Small-Cap ETF position peaked at $10.5M in Q1 2025.
2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.