Wiser Advisor Group LLC VB holdings history
VANGUARD MOST SM-CAP ETF-USD · CUSIP 922908751 · CIK 2011550
As of Sep 30, 2026, Wiser Advisor Group LLC reported 6.33K VB (shares), valued at $1.80M, or 2.00% of its reported non-derivative portfolio. Filed Nov 12, 2026.
Verify history & sources →Shares increased 0.59%; reported value decreased 5.60%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | 2.00% | 6,331 | SEC filing ↗Filed Nov 12, 2026 |
| Q2 2026 | 2.09% | 6,294 | SEC filing ↗Filed Aug 17, 2026 |
| Q1 2026 | 2.19% | 6,916 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 2.06% | 6,984 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 2.22% | 7,034 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.87% | 6,974 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 2.63% | 8,018 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 3.34% | 9,564 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 3.37% | 9,530 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.42% | 9,964 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 3.63% | 10,118 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 3.62% | 10,195 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.62% | 10,195 | $2.17M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 3.63% | 10,118 | $2.32M | Shares decreased 0.76%; reported value increased 6.56%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 3.42% | 9,964 | $2.17M | Shares decreased 1.52%; reported value decreased 6.26%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 3.37% | 9,530 | $2.26M | Shares decreased 4.36%; reported value increased 4.05%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.34% | 9,564 | $2.30M | Shares increased 0.36%; reported value increased 1.66%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 2.63% | 8,018 | $1.78M | Shares decreased 16.16%; reported value decreased 22.64%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 2.87% | 6,974 | $1.65M | Shares decreased 13.02%; reported value decreased 7.05%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 2.22% | 7,034 | $1.79M | Shares increased 0.86%; reported value increased 8.23%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.06% | 6,984 | $1.80M | Shares decreased 0.71%; reported value increased 0.72%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 2.19% | 6,916 | $1.81M | Shares decreased 0.97%; reported value increased 0.55%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 2.09% | 6,294 | $1.91M | Shares decreased 8.99%; reported value increased 5.32%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 2026 |
| Q3 2026 | 2.00% | 6,331 | $1.80M | Shares increased 0.59%; reported value decreased 5.60%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2026 |
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This page includes 12 of 12 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.