Arbor Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Arbor Wealth Advisors’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	$15.3M	Buy	50,381 +5	+0%	+$1.43K	9.34%	3
2026 Q1	$13.2M	Buy	50,376 +6	+0%	+$1.62K	9.26%	3
2025 Q4	$13M	Buy	50,370 +10	+0%	+$2.56K	9.26%	3
2025 Q3	$12.8M	Buy	50,360 +10	+0%	+$2.48K	9.56%	3
2025 Q2	$11.9M	Sell	50,350 -20	-0%	-$4.46K	9.68%	3
2025 Q1	$11.2M	Buy	50,370 +952	+2%	+$227K	9.96%	3
2024 Q4	$11.9M	Buy	49,418 +2,969	+6%	+$731K	10.58%	3
2024 Q3	$11M	Buy	46,449 +1,371	+3%	+$312K	9.94%	3
2024 Q2	$9.83M	Buy	45,078 +137	+0.3%	+$30.1K	9.7%	3
2024 Q1	$10.3M	Buy	44,941 +144	+0.3%	+$31K	9.7%	3
2023 Q4	$9.56M	Buy	+44,797	New	+$8.63M	9.83%	3

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Arbor Wealth Advisors's VB Position: Q2 2026 in Review

Arbor Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.01% in Q2 2026, buying an estimated $1.43K and bringing the position to 50,381 shares worth $15.3M. The position accounts for 9.34% of the portfolio, ranked #3.

Arbor Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Arbor Wealth Advisors held 50,381 shares of Vanguard Morningstar Small-Cap ETF worth $15.3M as of Q2 2026.
Arbor Wealth Advisors bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Small-Cap ETF made up 9.34% of Arbor Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Arbor Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.