Arista Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Arista Wealth Management’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	$1,000K	Hold	3,298	–	–	0.11%	103
2026 Q1	$864K	Hold	3,298	–	–	0.11%	113
2025 Q4	$851K	Hold	3,298	–	–	0.1%	100
2025 Q3	$839K	Sell	3,298 -18	-0.5%	-$4.46K	0.1%	106
2025 Q2	$786K	Hold	3,316	–	–	0.11%	106
2025 Q1	$735K	Buy	3,316 +19	+0.6%	+$4.54K	0.18%	30
2024 Q4	$792K	Sell	3,297 -18	-0.5%	-$4.43K	0.19%	29
2024 Q3	$786K	Buy	3,315 +18	+0.5%	+$4.09K	0.19%	28
2024 Q2	$719K	Buy	3,297 +62	+2%	+$13.6K	0.19%	28
2024 Q1	$740K	Buy	3,235 +2,195	+211%	+$472K	0.56%	22
2023 Q4	$222K	Buy	+1,040	New	+$200K	0.08%	52

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Arista Wealth Management's VB Position: Q2 2026 in Review

Arista Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 3,298 shares worth $1,000K. The position accounts for 0.11% of the portfolio, ranked #103.

Arista Wealth Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Arista Wealth Management held 3,298 shares of Vanguard Morningstar Small-Cap ETF worth $1,000K as of Q2 2026.
Arista Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Arista Wealth Management's portfolio in Q2 2026, its #103 holding.
Arista Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.