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Archford Capital Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Archford Capital Strategies’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 		$8.38M Buy
27,652
+2,743
+11% +$786K 0.85% 29
2026
Q1 		$6.52M Sell
24,909
-18,626
-43% -$5.04M 0.75% 42
2025
Q4 		$11.2M Buy
43,535
+7,715
+22% +$1.98M 1.31% 17
2025
Q3 		$9.11M Buy
+35,820
New +$8.88M 1.08% 22
2022
Q1 		– Sell
-4,201
Closed -$949K – 303
2021
Q4 		$949K Sell
4,201
-372
-8% -$84.5K 0.22% 122
2021
Q3 		$1M Buy
4,573
+220
+5% +$48.9K 0.24% 108
2021
Q2 		$981K Buy
4,353
+485
+13% +$107K 0.25% 105
2021
Q1 		$854K Buy
3,868
+122
+3% +$25.7K 0.23% 120
2020
Q4 		$763K Buy
3,746
+409
+12% +$72.2K 0.18% 159
2020
Q3 		$513K Buy
3,337
+41
+1% +$6.3K 0.14% 168
2020
Q2 		$480K Buy
+3,296
New +$443K 0.14% 160
2019
Q3 		– Sell
-77
Closed -$12K – 504
2019
Q2 		$12K Hold
77
– – ﹤0.01% 392
2019
Q1 		$12K Hold
77
– – ﹤0.01% 378
2018
Q4 		$10K Hold
77
– – ﹤0.01% 378
2018
Q3 		$13K Hold
77
– – ﹤0.01% 402
2018
Q2 		$12K Hold
77
– – ﹤0.01% 412
2018
Q1 		$11K Buy
+77
New +$11.5K ﹤0.01% 327
2017
Q2 		– Sell
-454
Closed -$61K – 606
2017
Q1 		$61K Buy
454
+178
+64% +$23.6K 0.02% 275
2016
Q4 		$35K Buy
276
+26
+10% +$3.23K 0.01% 284
2016
Q3 		$30K Sell
250
-318
-56% -$38.5K 0.01% 298
2016
Q2 		$66K Buy
+568
New +$64.5K 0.03% 228
2016
Q1 		– Sell
-191
Closed -$22K – 584
2015
Q4 		$22K Buy
191
+103
+117% +$11.7K 0.01% 365
2015
Q3 		$9K Buy
+88
New +$10.3K 0.01% 352

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Archford Capital Strategies's VB Position: Q2 2026 in Review

Archford Capital Strategies increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $786K and bringing the position to 27,652 shares worth $8.38M. The position accounts for 0.85% of the portfolio, ranked #29.

Archford Capital Strategies first reported a position in VB in Q3 2015 and has held it in 23 quarters since. The position peaked at $11.2M in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Archford Capital Strategies held 27,652 shares of Vanguard Morningstar Small-Cap ETF worth $8.38M as of Q2 2026.
  • Archford Capital Strategies bought 2,743 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $786K.
  • Vanguard Morningstar Small-Cap ETF made up 0.85% of Archford Capital Strategies's portfolio in Q2 2026, its #29 holding.
  • Archford Capital Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2015 and has held it in 23 quarters since.
  • Archford Capital Strategies's Vanguard Morningstar Small-Cap ETF position peaked at $11.2M in Q4 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.