AWE
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Avidian Wealth Enterprises’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$2.17M Buy
7,621
+191
+3% +$56.9K 0.06% 205
2026
Q2 		$2.25M Buy
7,430
+4,433
+148% +$1.27M 0.06% 191
2026
Q1 		$785K Buy
2,997
+200
+7% +$54.1K 0.02% 335
2025
Q4 		$721K Buy
2,797
+317
+13% +$81.2K 0.03% 291
2025
Q3 		$631K Sell
2,480
-42
-2% -$10.4K 0.02% 316
2025
Q2 		$598K Sell
2,522
-3,344
-57% -$746K 0.02% 293
2025
Q1 		$1.3M Buy
5,866
+3,772
+180% +$901K 0.06% 166
2024
Q4 		$503K Buy
2,094
+6
+0.3% +$1.48K 0.02% 293
2024
Q3 		$495K Buy
2,088
+243
+13% +$55.2K 0.02% 296
2024
Q2 		$402K Buy
1,845
+503
+37% +$110K 0.02% 329
2024
Q1 		$307K Buy
1,342
+34
+3% +$7.31K 0.01% 355
2023
Q4 		$279K Sell
1,308
-17
-1% -$3.27K 0.02% 354
2023
Q3 		$250K Buy
+1,325
New +$264K 0.02% 353

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Avidian Wealth Enterprises's VB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q3 2026, buying an estimated $56.9K and bringing the position to 7,621 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #205.

Avidian Wealth Enterprises first reported a position in VB in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.25M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Avidian Wealth Enterprises held 7,621 shares of Vanguard Morningstar Small-Cap ETF worth $2.17M as of Q3 2026.
  • Avidian Wealth Enterprises bought 191 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $56.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #205 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's Vanguard Morningstar Small-Cap ETF position peaked at $2.25M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.