Smallwood Wealth Investment Management’s AdvisorShares Vice ETF VICE Stock Holding History

Smallwood Wealth Investment Management’s Portfolio VICE Stock Details VICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$499	Hold	15	–	–	﹤0.01%	462
2026 Q1	$475	Hold	15	–	–	﹤0.01%	461
2025 Q4	$476	Hold	15	–	–	﹤0.01%	451
2025 Q3	$536	Hold	15	–	–	﹤0.01%	454
2025 Q2	$512	Hold	15	–	–	﹤0.01%	495
2025 Q1	$472	Buy	+15	New	+$485	﹤0.01%	442

Other funds holding VICE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Smallwood Wealth Investment Management's VICE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its AdvisorShares Vice ETF (VICE) position steady in Q2 2026 at 15 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Smallwood Wealth Investment Management first reported a position in VICE in Q1 2025 and has held it in 6 quarters since. The position peaked at $536 in Q3 2025. 4 funds tracked by Wall St. Rank hold VICE as of Q2 2026.

Smallwood Wealth Investment Management held 15 shares of AdvisorShares Vice ETF worth $499 as of Q2 2026.
Smallwood Wealth Investment Management left its AdvisorShares Vice ETF share count unchanged in Q2 2026.
AdvisorShares Vice ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #462 holding.
Smallwood Wealth Investment Management first reported a position in AdvisorShares Vice ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's AdvisorShares Vice ETF position peaked at $536 in Q3 2025.
4 funds tracked by Wall St. Rank held AdvisorShares Vice ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.