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 Q3	$6.65M	Buy	23,371 +234	+1%	+$69.7K	3.74%	9
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Ariston Services Group's VB Position: Q3 2026 in Review

Ariston Services Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q3 2026, buying an estimated $69.7K and bringing the position to 23,371 shares worth $6.65M. The position accounts for 3.74% of the portfolio, ranked #9.

Ariston Services Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.01M in Q2 2026. 597 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Ariston Services Group held 23,371 shares of Vanguard Morningstar Small-Cap ETF worth $6.65M as of Q3 2026.
Ariston Services Group bought 234 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $69.7K.
Vanguard Morningstar Small-Cap ETF made up 3.74% of Ariston Services Group's portfolio in Q3 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 11 quarters since.
Ariston Services Group's Vanguard Morningstar Small-Cap ETF position peaked at $7.01M in Q2 2026.
597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.