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

Arkadios Wealth 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
Q2 		$5.45M Sell
17,971
-916
-5% -$263K 0.08% 248
2026
Q1 		$4.95M Buy
18,887
+1,052
+6% +$285K 0.08% 263
2025
Q4 		$4.6M Buy
17,835
+8,513
+91% +$2.18M 0.09% 243
2025
Q3 		$2.37M Buy
9,322
+1,944
+26% +$482K 0.06% 356
2025
Q2 		$1.75M Buy
7,378
+1,072
+17% +$239K 0.05% 380
2025
Q1 		$1.4M Buy
6,306
+3,990
+172% +$953K 0.05% 370
2024
Q4 		$556K Sell
2,316
-338
-13% -$83.2K 0.03% 505
2024
Q3 		$629K Buy
2,654
+603
+29% +$137K 0.04% 460
2024
Q2 		$447K Sell
2,051
-47,797
-96% -$10.5M 0.03% 488
2024
Q1 		$11.4M Sell
49,848
-1,763
-3% -$379K 0.88% 17
2023
Q4 		$11M Sell
51,611
-586
-1% -$113K 0.93% 16
2023
Q3 		$9.87M Buy
52,197
+146
+0.3% +$29.1K 0.94% 18
2023
Q2 		$10.4M Buy
52,051
+1,823
+4% +$344K 1.2% 9
2023
Q1 		$9.52M Buy
50,228
+757
+2% +$147K 1.13% 11
2022
Q4 		$9.08M Buy
49,471
+794
+2% +$147K 1.2% 11
2022
Q3 		$8.32M Buy
48,677
+3,975
+9% +$750K 1.26% 7
2022
Q2 		$7.87M Sell
44,702
-788
-2% -$152K 1.17% 8
2022
Q1 		$9.67M Buy
45,490
+1,566
+4% +$330K 1.27% 6
2021
Q4 		$9.93M Buy
43,924
+5,419
+14% +$1.23M 1.31% 7
2021
Q3 		$8.42M Buy
38,505
+913
+2% +$203K 1.21% 7
2021
Q2 		$8.47M Buy
37,592
+1,436
+4% +$318K 1.03% 7
2021
Q1 		$7.74M Buy
36,156
+203
+0.6% +$42.8K 1.28% 6
2020
Q4 		$7M Buy
35,953
+34,401
+2,217% +$6.07M 1.47% 5
2020
Q3 		$257K Buy
1,552
+530
+52% +$81.4K 0.13% 151
2020
Q2 		$149K Sell
1,022
-89
-8% -$12K 0.08% 197
2020
Q1 		$128K Sell
1,111
-98
-8% -$14.7K 0.08% 198
2019
Q4 		$205K Buy
+1,209
New +$193K 0.12% 150

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

Arkadios Wealth Advisors's VB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.8% in Q2 2026, selling an estimated $263K and leaving 17,971 shares worth $5.45M. The position accounts for 0.08% of the portfolio, ranked #248.

Arkadios Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Arkadios Wealth Advisors held 17,971 shares of Vanguard Morningstar Small-Cap ETF worth $5.45M as of Q2 2026.
  • Arkadios Wealth Advisors sold 916 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $263K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $11.4M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.