Auto-Owners Insurance’s Vanguard Small-Cap ETF VB Stock Holding History

Auto-Owners Insurance’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	$75.5M	Sell	249,028 -32,600	-12%	-$9.34M	1.7%	16
2026 Q1	$73.8M	Hold	281,628	–	–	1.54%	18
2025 Q4	$72.6M	Buy	281,628 +32,600	+13%	+$8.35M	1.53%	17
2025 Q3	$63.3M	Hold	249,028	–	–	1.63%	15
2025 Q2	$59M	Sell	249,028 -663,722	-73%	-$148M	1.32%	18
2025 Q1	$43.2M	Buy	912,750 +879,152	+2,617%	+$210M	1.14%	20
2024 Q4	$8.07M	Hold	33,598	–	–	0.18%	54
2024 Q3	$7.97M	Hold	33,598	–	–	0.2%	53
2024 Q2	$7.33M	Hold	33,598	–	–	0.19%	52
2024 Q1	$7.68M	Hold	33,598	–	–	0.2%	51
2023 Q4	$7.17M	Hold	33,598	–	–	0.22%	51
2023 Q3	$6.35M	Hold	33,598	–	–	0.21%	51
2023 Q2	$6.68M	Hold	33,598	–	–	0.22%	51
2023 Q1	$6.37M	Hold	33,598	–	–	0.22%	50
2022 Q4	$6.17M	Buy	+33,598	New	+$6.23M	0.23%	48

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return