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Archer Investment Corporation’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Archer Investment Corporation’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 		$545K Buy
1,800
+65
+4% +$18.6K 0.11% 181
2026
Q1 		$455K Sell
1,735
-43
-2% -$11.6K 0.1% 190
2025
Q4 		$459K Buy
1,778
+148
+9% +$37.9K 0.1% 175
2025
Q3 		$414K Buy
1,630
+1
+0.1% +$248 0.09% 185
2025
Q2 		$386K Buy
1,629
+249
+18% +$55.5K 0.09% 181
2025
Q1 		$306K Hold
1,380
– – 0.08% 203
2024
Q4 		$331K Sell
1,380
-16
-1% -$3.94K 0.09% 185
2024
Q3 		$331K Sell
1,396
-50
-3% -$11.4K 0.09% 183
2024
Q2 		$315K Buy
1,446
+3
+0.2% +$659 0.09% 185
2024
Q1 		$330K Buy
1,443
+16
+1% +$3.44K 0.1% 179
2023
Q4 		$304K Buy
1,427
+1
+0.1% +$193 0.1% 181
2023
Q3 		$270K Buy
1,426
+43
+3% +$8.57K 0.09% 184
2023
Q2 		$275K Buy
1,383
+80
+6% +$15.1K 0.1% 184
2023
Q1 		$247K Buy
1,303
+1
+0.1% +$194 0.09% 199
2022
Q4 		$239K Buy
1,302
+1
+0.1% +$185 0.09% 194
2022
Q3 		$222K Buy
1,301
+1
+0.1% +$189 0.09% 192
2022
Q2 		$229K Buy
1,300
+110
+9% +$21.2K 0.09% 191
2022
Q1 		$245K Buy
1,190
+1
+0.1% +$211 0.09% 196
2021
Q4 		$269K Sell
1,189
-187
-14% -$42.5K 0.09% 193
2021
Q3 		$301K Hold
1,376
– – 0.11% 185
2021
Q2 		$310K Hold
1,376
– – 0.12% 169
2021
Q1 		$295K Buy
1,376
+88
+7% +$18.5K 0.12% 169
2020
Q4 		$251K Hold
1,288
– – 0.12% 170
2020
Q3 		$198K Sell
1,288
-68
-5% -$10.4K 0.1% 166
2020
Q2 		$198K Buy
1,356
+68
+5% +$9.13K 0.11% 155
2020
Q1 		$149K Hold
1,288
– – 0.1% 174
2019
Q4 		$213K Buy
1,288
+1,018
+377% +$162K 0.11% 178
2019
Q3 		$42K Buy
270
+170
+170% +$26.4K 0.03% 248
2019
Q2 		$16K Hold
100
– – 0.01% 309
2019
Q1 		$15K Buy
+100
New +$14.9K 0.01% 309

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Archer Investment Corporation's VB Position: Q2 2026 in Review

Archer Investment Corporation increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,800 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #181.

Archer Investment Corporation first reported a position in VB in Q1 2019 and has held it in 30 quarters since. 2,087 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Archer Investment Corporation held 1,800 shares of Vanguard Morningstar Small-Cap ETF worth $545K as of Q2 2026.
  • Archer Investment Corporation bought 65 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Archer Investment Corporation's portfolio in Q2 2026, its #181 holding.
  • Archer Investment Corporation first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,087 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.