Arrowroot Family Office’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Arrowroot Family Office’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	$1.26M	Sell	4,167 -81	-2%	-$23.2K	0.36%	60
2026 Q1	$1.11M	Buy	4,248 +176	+4%	+$47.6K	0.37%	61
2025 Q4	$1.05M	Sell	4,072 -972	-19%	-$249K	0.38%	58
2025 Q3	$1.28M	Sell	5,044 -91	-2%	-$22.6K	0.51%	45
2025 Q2	$1.22M	Buy	+5,135	New	+$1.15M	0.55%	46
2024 Q4	$1.67M	Sell	6,967 -1,257	-15%	-$309K	0.87%	29
2024 Q3	$1.95M	Sell	8,224 -218	-3%	-$49.5K	1.14%	23
2024 Q2	$1.84M	Sell	8,442 -788	-9%	-$173K	1.18%	23
2024 Q1	$2.11M	Sell	9,230 -44	-0.5%	-$9.46K	1.35%	22
2023 Q4	$1.98M	Sell	9,274 -453	-5%	-$87.3K	1.4%	22
2023 Q3	$1.84M	Buy	9,727 +11	+0.1%	+$2.19K	1.45%	22
2023 Q2	$1.93M	Buy	9,716 +290	+3%	+$54.8K	1.46%	18
2023 Q1	$1.79M	Buy	+9,426	New	+$1.83M	1.53%	21

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

Arrowroot Family Office's VB Position: Q2 2026 in Review

Arrowroot Family Office reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, selling an estimated $23.2K and leaving 4,167 shares worth $1.26M. The position accounts for 0.36% of the portfolio, ranked #60.

Arrowroot Family Office first reported a position in VB in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.11M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Arrowroot Family Office held 4,167 shares of Vanguard Morningstar Small-Cap ETF worth $1.26M as of Q2 2026.
Arrowroot Family Office sold 81 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Morningstar Small-Cap ETF made up 0.36% of Arrowroot Family Office's portfolio in Q2 2026, its #60 holding.
Arrowroot Family Office first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Vanguard Morningstar Small-Cap ETF position peaked at $2.11M in Q1 2024.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.