Prepared Retirement Institute’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prepared Retirement Institute’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	$8.22M	Sell	27,121 -903	-3%	-$259K	3.5%	11
2026 Q1	$7.34M	Sell	28,024 -682	-2%	-$185K	3.64%	10
2025 Q4	$7.4M	Sell	28,706 -769	-3%	-$197K	3.73%	10
2025 Q3	$7.5M	Buy	29,475 +5,350	+22%	+$1.33M	3.91%	11
2025 Q2	$5.72M	Buy	24,125 +2,365	+11%	+$528K	3.37%	11
2025 Q1	$4.83M	Sell	21,760 -3,638	-14%	-$869K	3.08%	11
2024 Q4	$6.1M	Buy	25,398 +2,090	+9%	+$514K	3.48%	8
2024 Q3	$5.53M	Buy	23,308 +334	+1%	+$75.9K	3.35%	8
2024 Q2	$5.01M	Buy	22,974 +824	+4%	+$181K	3.32%	8
2024 Q1	$5.06M	Sell	22,150 -2,859	-11%	-$615K	3.78%	8
2023 Q4	$5.34M	Buy	+25,009	New	+$4.82M	4%	8

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Prepared Retirement Institute's VB Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q2 2026, selling an estimated $259K and leaving 27,121 shares worth $8.22M. The position accounts for 3.5% of the portfolio, ranked #11.

Prepared Retirement Institute first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Prepared Retirement Institute held 27,121 shares of Vanguard Morningstar Small-Cap ETF worth $8.22M as of Q2 2026.
Prepared Retirement Institute sold 903 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $259K.
Vanguard Morningstar Small-Cap ETF made up 3.5% of Prepared Retirement Institute's portfolio in Q2 2026, its #11 holding.
Prepared Retirement Institute first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.