Rainey & Randall Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Rainey & Randall Wealth Advisors’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 Q1	$18.8M	Buy	71,747 +3,328	+5%	+$901K	3.05%	10
2025 Q4	$17.6M	Buy	68,419 +5,057	+8%	+$1.3M	2.88%	10
2025 Q3	$16.2M	Buy	63,362 +3,197	+5%	+$793K	2.7%	9
2025 Q2	$14.3M	Buy	60,165 +4,007	+7%	+$894K	2.62%	9
2025 Q1	$12.5M	Buy	56,158 +2,513	+5%	+$600K	2.44%	11
2024 Q4	$12.9M	Buy	53,645 +47,426	+763%	+$11.7M	2.56%	11
2024 Q3	$1.48M	Buy	+6,219	New	+$1.41M	0.32%	22

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rainey & Randall Wealth Advisors's VB Position: Q1 2026 in Review

Rainey & Randall Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 4.9% in Q1 2026, buying an estimated $901K and bringing the position to 71,747 shares worth $18.8M. The position accounts for 3.05% of the portfolio, ranked #10.

Rainey & Randall Wealth Advisors first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Rainey & Randall Wealth Advisors held 71,747 shares of Vanguard Small-Cap ETF worth $18.8M as of Q1 2026.
Rainey & Randall Wealth Advisors bought 3,328 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $901K.
Vanguard Small-Cap ETF made up 3.05% of Rainey & Randall Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Rainey & Randall Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.