Arax Advisory Partners’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 | $35.3M | Buy |
116,555
+53,431
| +85% | +$15.3M | 0.23% | 78 |
|
|
2026
Q1 | $16.5M | Sell |
63,124
-61,402
| -49% | -$16.6M | 0.47% | 50 |
|
|
2025
Q4 | $32.1M | Buy |
+124,526
| New | +$31.9M | 0.94% | 23 |
|
|
2025
Q3 | – | Sell |
-112,194
| Closed | -$27.6M | – | 4279 |
|
|
2025
Q2 | $27.6M | Buy |
112,194
+2,040
| +2% | +$455K | 1.27% | 17 |
|
|
2025
Q1 | $24.4M | Buy |
110,154
+4,982
| +5% | +$1.19M | 1.57% | 13 |
|
|
2024
Q4 | $25.3M | Buy |
105,172
+3,889
| +4% | +$957K | 1.59% | 16 |
|
|
2024
Q3 | $24M | Buy |
101,283
+718
| +0.7% | +$163K | 2.15% | 14 |
|
|
2024
Q2 | $21.9M | Sell |
100,565
-1,764
| -2% | -$387K | 2.14% | 13 |
|
|
2024
Q1 | $23.4M | Sell |
102,329
-1,907
| -2% | -$410K | 2.47% | 12 |
|
|
2023
Q4 | $22.2M | Buy |
104,236
+3,599
| +4% | +$693K | 2.48% | 12 |
|
|
2023
Q3 | $19M | Buy |
100,637
+6,113
| +6% | +$1.22M | 2.37% | 14 |
|
|
2023
Q2 | $18.8M | Buy |
94,524
+1,827
| +2% | +$345K | 2.4% | 13 |
|
|
2023
Q1 | $17.6M | Buy |
92,697
+2,187
| +2% | +$424K | 2.33% | 15 |
|
|
2022
Q4 | $16.6M | Buy |
90,510
+6,937
| +8% | +$1.29M | 2.3% | 16 |
|
|
2022
Q3 | $14.3M | Buy |
83,573
+4,060
| +5% | +$767K | 2.25% | 12 |
|
|
2022
Q2 | $14M | Buy |
79,513
+5,602
| +8% | +$1.08M | 2.12% | 13 |
|
|
2022
Q1 | $15.7M | Buy |
73,911
+20,936
| +40% | +$4.41M | 2.09% | 18 |
|
|
2021
Q4 | $12M | Buy |
52,975
+620
| +1% | +$141K | 1.52% | 19 |
|
|
2021
Q3 | $11.4M | Buy |
52,355
+524
| +1% | +$116K | 1.57% | 18 |
|
|
2021
Q2 | $11.7M | Buy |
+51,831
| New | +$11.5M | 1.59% | 18 |
|
|
2020
Q4 | $11.6M | Buy |
59,556
+1,363
| +2% | +$240K | 1.72% | 18 |
|
|
2020
Q3 | $8.95M | Buy |
58,193
+1,669
| +3% | +$256K | 1.51% | 19 |
|
|
2020
Q2 | $8.24M | Buy |
+56,524
| New | +$7.59M | 1.47% | 22 |
|
|
2018
Q4 | $6K | Buy |
+45
| New | +$6.55K | ﹤0.01% | 480 |
|
|
2018
Q3 | – | Sell |
-511
| Closed | -$79K | – | 737 |
|
|
2018
Q2 | $79K | Buy |
511
+488
| +2,122% | +$74.7K | 0.03% | 186 |
|
|
2018
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 414 |
|
|
2017
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 410 |
|
|
2017
Q3 | $3K | Sell |
23
-1,555
| -99% | -$212K | ﹤0.01% | 405 |
|
|
2017
Q2 | $214K | Buy |
1,578
+1,555
| +6,761% | +$208K | 0.1% | 88 |
|
|
2017
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 409 |
|
|
2016
Q4 | $3K | Buy |
+23
| New | +$2.85K | ﹤0.01% | 439 |
|
Other funds holding VB
Arax Advisory Partners's VB Position: Q2 2026 in Review
Arax Advisory Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 85% in Q2 2026, buying an estimated $15.3M and bringing the position to 116,555 shares worth $35.3M. The position accounts for 0.23% of the portfolio, ranked #78.
Arax Advisory Partners first reported a position in VB in Q4 2016 and has held it in 31 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Arax Advisory Partners held 116,555 shares of Vanguard Morningstar Small-Cap ETF worth $35.3M as of Q2 2026.
- Arax Advisory Partners bought 53,431 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $15.3M.
- Vanguard Morningstar Small-Cap ETF made up 0.23% of Arax Advisory Partners's portfolio in Q2 2026, its #78 holding.
- Arax Advisory Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 31 quarters since.
- 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.