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Advisory Resource Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Advisory Resource Group’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 		$4.32M Buy
14,244
+11,821
+488% +$3.39M 0.65% 44
2026
Q1 		$635K Sell
2,423
-207
-8% -$56K 0.11% 129
2025
Q4 		$678K Sell
2,630
-47
-2% -$12K 0.12% 119
2025
Q3 		$681K Sell
2,677
-8
-0.3% -$1.98K 0.12% 125
2025
Q2 		$636K Buy
2,685
+5
+0.2% +$1.11K 0.12% 124
2025
Q1 		$594K Buy
2,680
+221
+9% +$52.8K 0.12% 126
2024
Q4 		$591K Buy
2,459
+24
+1% +$5.91K 0.13% 121
2024
Q3 		$578K Hold
2,435
– – 0.12% 119
2024
Q2 		$531K Buy
2,435
+117
+5% +$25.7K 0.12% 113
2024
Q1 		$530K Buy
2,318
+35
+2% +$7.53K 0.12% 113
2023
Q4 		$487K Buy
2,283
+284
+14% +$54.7K 0.12% 115
2023
Q3 		$378K Buy
1,999
+984
+97% +$196K 0.1% 119
2023
Q2 		$202K Buy
+1,015
New +$192K 0.05% 148

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

Advisory Resource Group's VB Position: Q2 2026 in Review

Advisory Resource Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 488% in Q2 2026, buying an estimated $3.39M and bringing the position to 14,244 shares worth $4.32M. The position accounts for 0.65% of the portfolio, ranked #44.

Advisory Resource Group first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Advisory Resource Group held 14,244 shares of Vanguard Morningstar Small-Cap ETF worth $4.32M as of Q2 2026.
  • Advisory Resource Group bought 11,821 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.39M.
  • Vanguard Morningstar Small-Cap ETF made up 0.65% of Advisory Resource Group's portfolio in Q2 2026, its #44 holding.
  • Advisory Resource Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.