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Ariston Services Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ariston Services Group’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 		$7.01M Buy
+23,137
New +$6.63M 3.87% 9
2026
Q1 		– Sell
-21,523
Closed -$5.82M – 9
2025
Q4 		$5.55M Buy
21,523
+117
+0.5% +$30K 3.26% 11
2025
Q3 		$5.44M Buy
21,406
+1,762
+9% +$437K 3.28% 10
2025
Q2 		$4.66M Buy
19,644
+6,272
+47% +$1.4M 3.31% 11
2025
Q1 		$2.97M Buy
13,372
+896
+7% +$214K 2.48% 11
2024
Q4 		$3M Buy
12,476
+1,074
+9% +$264K 2.6% 11
2024
Q3 		$2.7M Sell
11,402
-138
-1% -$31.4K 2.35% 12
2024
Q2 		$2.52M Sell
11,540
-39
-0.3% -$8.56K 2.42% 11
2024
Q1 		$2.65M Sell
11,579
-83
-0.7% -$17.9K 2.53% 11
2023
Q4 		$2.49M Buy
+11,662
New +$2.25M 2.41% 12

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

Ariston Services Group's VB Position: Q2 2026 in Review

Ariston Services Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 23,137 shares worth $7.01M. The stake represents 3.87% of the portfolio and ranks #9 among its holdings. This is a return to the name: Ariston Services Group previously reported a position in VB as recently as Q4 2025.

Ariston Services Group first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ariston Services Group held 23,137 shares of Vanguard Morningstar Small-Cap ETF worth $7.01M as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Ariston Services Group position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 3.87% of Ariston Services Group's portfolio in Q2 2026, its #9 holding.
  • Ariston Services Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ariston Services Group's 13F filing for Q2 2026, filed 27 Jul 2026.