Arbor Wealth Advisors’s Vanguard 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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return