Apollon Wealth Management
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Apollon Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Apollon Wealth Management’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 		$15.9M Buy
56,041
+9,429
+20% +$2.81M 0.18% 104
2026
Q2 		$14.1M Buy
46,612
+7,059
+18% +$2.02M 0.17% 113
2026
Q1 		$10.4M Sell
39,553
-3,171
-7% -$858K 0.17% 123
2025
Q4 		$11M Sell
42,724
-711
-2% -$182K 0.19% 101
2025
Q3 		$11M Sell
43,435
-1,233
-3% -$306K 0.2% 102
2025
Q2 		$10.6M Sell
44,668
-20,415
-31% -$4.55M 0.21% 96
2025
Q1 		$14.4M Sell
65,083
-8,850
-12% -$2.11M 0.32% 66
2024
Q4 		$17.8M Buy
73,933
+62,958
+574% +$15.5M 0.41% 48
2024
Q3 		$2.6M Buy
10,975
+152
+1% +$34.5K 0.07% 246
2024
Q2 		$2.36M Buy
10,823
+286
+3% +$62.8K 0.07% 246
2024
Q1 		$2.41M Sell
10,537
-266
-2% -$57.2K 0.08% 244
2023
Q4 		$2.3M Buy
10,803
+65
+0.6% +$12.5K 0.08% 232
2023
Q3 		$2.03M Sell
10,738
-332
-3% -$66.1K 0.1% 188
2023
Q2 		$2.2M Sell
11,070
-811
-7% -$153K 0.11% 200
2023
Q1 		$2.25M Sell
11,881
-1,005
-8% -$195K 0.14% 154
2022
Q4 		$2.37M Buy
12,886
+650
+5% +$120K 0.17% 130
2022
Q3 		$2.09M Sell
12,236
-1,217
-9% -$230K 0.17% 127
2022
Q2 		$2.37M Buy
13,453
+2,657
+25% +$513K 0.2% 113
2022
Q1 		$2.29M Sell
10,796
-355
-3% -$74.7K 0.16% 139
2021
Q4 		$2.52M Buy
11,151
+1,586
+17% +$360K 0.19% 127
2021
Q3 		$2.09M Buy
9,565
+1,165
+14% +$259K 0.29% 71
2021
Q2 		$1.89M Sell
8,400
-1,469
-15% -$326K 0.34% 52
2021
Q1 		$2.11M Buy
9,869
+4,297
+77% +$905K 0.41% 50
2020
Q4 		$1.08M Sell
5,572
-4,423
-44% -$780K 0.29% 75
2020
Q3 		$1.54M Sell
9,995
-477
-5% -$73.3K 0.69% 26
2020
Q2 		$1.53M Buy
10,472
+7,727
+281% +$1.04M 0.84% 24
2020
Q1 		$317K Buy
+2,745
New +$413K 0.33% 44

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Apollon Wealth Management's VB Position: Q3 2026 in Review

Apollon Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q3 2026, buying an estimated $2.81M and bringing the position to 56,041 shares worth $15.9M. The position accounts for 0.18% of the portfolio, ranked #104.

Apollon Wealth Management first reported a position in VB in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.8M in Q4 2024. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Apollon Wealth Management held 56,041 shares of Vanguard Morningstar Small-Cap ETF worth $15.9M as of Q3 2026.
  • Apollon Wealth Management bought 9,429 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.81M.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Apollon Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Apollon Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Apollon Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $17.8M in Q4 2024.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.