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

Argent 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 Q1	$217K	Hold	828	–	–	0.06%	165
2025 Q4	$214K	Hold	828	–	–	0.06%	161
2025 Q3	$211K	Buy	+828	New	+$205K	0.06%	159
2023 Q2	–	Sell	-1,422	Closed	-$270K	–	138
2023 Q1	$270K	Hold	1,422	–	–	0.13%	109
2022 Q4	$261K	Sell	1,422 -40	-3%	-$7.41K	0.14%	113
2022 Q3	$250K	Buy	1,462 +40	+3%	+$7.55K	0.15%	112
2022 Q2	$250K	Sell	1,422 -28	-2%	-$5.41K	0.14%	111
2022 Q1	$308K	Hold	1,450	–	–	0.17%	114
2021 Q4	$328K	Buy	1,450 +28	+2%	+$6.36K	0.18%	105
2021 Q3	$311K	Hold	1,422	–	–	0.18%	103
2021 Q2	$320K	Hold	1,422	–	–	0.19%	102
2021 Q1	$304K	Hold	1,422	–	–	0.2%	105
2020 Q4	$277K	Hold	1,422	–	–	0.17%	121
2020 Q3	$219K	Buy	+1,422	New	+$218K	0.15%	127
2020 Q1	–	Sell	-1,422	Closed	-$238K	–	482
2019 Q4	$238K	Buy	+1,422	New	+$227K	0.18%	99

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Argent Advisors's VB Position: Q1 2026 in Review

Argent Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 828 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #165.

Argent Advisors first reported a position in VB in Q4 2019 and has held it in 15 quarters since. The position peaked at $328K in Q4 2021. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Argent Advisors held 828 shares of Vanguard Morningstar Small-Cap ETF worth $217K as of Q1 2026.
Argent Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Argent Advisors's portfolio in Q1 2026, its #165 holding.
Argent Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 15 quarters since.
Argent Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $328K in Q4 2021.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.