Arvest Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Arvest Investments’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	$6.67K	Hold	22	–	–	﹤0.01%	199
2026 Q1	$5.76K	Hold	22	–	–	﹤0.01%	190
2025 Q4	$5.67K	Hold	22	–	–	﹤0.01%	181
2025 Q3	$5.59K	Hold	22	–	–	﹤0.01%	176
2025 Q2	$5.21K	Hold	22	–	–	﹤0.01%	168
2025 Q1	$4.88K	Hold	22	–	–	﹤0.01%	153
2024 Q4	$5.29K	Hold	22	–	–	﹤0.01%	156
2024 Q3	$5.22K	Hold	22	–	–	﹤0.01%	152
2024 Q2	$4.8K	Hold	22	–	–	﹤0.01%	152
2024 Q1	$5.03K	Hold	22	–	–	﹤0.01%	147
2023 Q4	$4.69K	Buy	+22	New	+$4.24K	﹤0.01%	148

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

Arvest Investments's VB Position: Q2 2026 in Review

Arvest Investments held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 22 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Arvest Investments first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Arvest Investments held 22 shares of Vanguard Morningstar Small-Cap ETF worth $6.67K as of Q2 2026.
Arvest Investments left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #199 holding.
Arvest Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.