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

Arkos Global 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 		$8.82M Sell
29,112
-233
-0.8% -$66.8K 1.04% 19
2026
Q1 		$7.69M Sell
29,345
-311
-1% -$84.2K 0.96% 20
2025
Q4 		$7.65M Sell
29,656
-122
-0.4% -$31.3K 0.98% 20
2025
Q3 		$7.57M Sell
29,778
-360
-1% -$89.3K 0.96% 21
2025
Q2 		$7.14M Sell
30,138
-827
-3% -$184K 0.99% 20
2025
Q1 		$6.87M Sell
30,965
-957
-3% -$229K 1.01% 20
2024
Q4 		$7.67M Sell
31,922
-525
-2% -$129K 1.12% 18
2024
Q3 		$7.7M Sell
32,447
-260
-0.8% -$59.1K 1.12% 19
2024
Q2 		$7.13M Sell
32,707
-746
-2% -$164K 1.15% 18
2024
Q1 		$7.65M Sell
33,453
-916
-3% -$197K 1.27% 18
2023
Q4 		$7.33M Sell
34,369
-602
-2% -$116K 1.34% 18
2023
Q3 		$6.61M Sell
34,971
-868
-2% -$173K 1.35% 16
2023
Q2 		$7.13M Sell
35,839
-884
-2% -$167K 1.38% 15
2023
Q1 		$6.96M Sell
36,723
-2,369
-6% -$459K 1.41% 16
2022
Q4 		$7.17M Sell
39,092
-1,054
-3% -$195K 1.83% 13
2022
Q3 		$6.86M Sell
40,146
-791
-2% -$149K 2.05% 12
2022
Q2 		$7.21M Sell
40,937
-98
-0.2% -$18.9K 2.05% 11
2022
Q1 		$8.72M Buy
41,035
+6,512
+19% +$1.37M 2.28% 11
2021
Q4 		$7.8M Buy
34,523
+4,324
+14% +$983K 2.38% 8
2021
Q3 		$6.6M Buy
30,199
+1,209
+4% +$269K 2.21% 9
2021
Q2 		$6.53M Buy
28,990
+3,097
+12% +$686K 2.26% 9
2021
Q1 		$5.54M Sell
25,893
-292
-1% -$61.5K 2.13% 10
2020
Q4 		$5.1M Buy
26,185
+2,692
+11% +$475K 2.09% 10
2020
Q3 		$3.61M Buy
23,493
+1,505
+7% +$231K 1.66% 12
2020
Q2 		$3.2M Sell
21,988
-3,304
-13% -$444K 1.67% 12
2020
Q1 		$2.92M Sell
25,292
-2,323
-8% -$349K 1.91% 12
2019
Q4 		$4.57M Sell
27,615
-876
-3% -$140K 2.98% 9
2019
Q3 		$4.38M Buy
28,491
+242
+0.9% +$37.5K 3.11% 9
2019
Q2 		$4.44M Sell
28,249
-677
-2% -$105K 3.27% 8
2019
Q1 		$4.43M Sell
28,926
-1,669
-5% -$248K 3.33% 6
2018
Q4 		$4.04M Buy
+30,595
New +$4.45M 3.3% 7

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

Arkos Global Advisors's VB Position: Q2 2026 in Review

Arkos Global Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.79% in Q2 2026, selling an estimated $66.8K and leaving 29,112 shares worth $8.82M. The position accounts for 1.04% of the portfolio, ranked #19.

Arkos Global Advisors first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Arkos Global Advisors held 29,112 shares of Vanguard Morningstar Small-Cap ETF worth $8.82M as of Q2 2026.
  • Arkos Global Advisors sold 233 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $66.8K.
  • Vanguard Morningstar Small-Cap ETF made up 1.04% of Arkos Global Advisors's portfolio in Q2 2026, its #19 holding.
  • Arkos Global Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.