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
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

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

Avidian Wealth Enterprises's VB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 148% in Q2 2026, buying an estimated $1.27M and bringing the position to 7,430 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #191.

Avidian Wealth Enterprises first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Avidian Wealth Enterprises held 7,430 shares of Vanguard Morningstar Small-Cap ETF worth $2.25M as of Q2 2026.
  • Avidian Wealth Enterprises bought 4,433 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.27M.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #191 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.