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 Q3	$14M	Sell	49,067 -1,314	-3%	-$391K	8.69%	3
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	$9.8M	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	$9.6M	Buy	+44,797	New	+$8.63M	9.83%	3

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Arbor Wealth Advisors's VB Position: Q3 2026 in Review

Arbor Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q3 2026, selling an estimated $391K and leaving 49,067 shares worth $14M. The position accounts for 8.69% of the portfolio, ranked #3.

Arbor Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.3M in Q2 2026. 564 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Arbor Wealth Advisors held 49,067 shares of Vanguard Morningstar Small-Cap ETF worth $14M as of Q3 2026.
Arbor Wealth Advisors sold 1,314 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $391K.
Vanguard Morningstar Small-Cap ETF made up 8.69% of Arbor Wealth Advisors's portfolio in Q3 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 12 quarters since.
Arbor Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $15.3M in Q2 2026.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.