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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
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

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

Apollon Wealth Management's VB Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, buying an estimated $2.02M and bringing the position to 46,612 shares worth $14.1M. The position accounts for 0.17% of the portfolio, ranked #113.

Apollon Wealth Management first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.8M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Apollon Wealth Management held 46,612 shares of Vanguard Morningstar Small-Cap ETF worth $14.1M as of Q2 2026.
  • Apollon Wealth Management bought 7,059 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.02M.
  • Vanguard Morningstar Small-Cap ETF made up 0.17% of Apollon Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Apollon Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Apollon Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $17.8M in Q4 2024.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.