Rainey & Randall Wealth Advisors’s Vanguard Morningstar 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 Q2	$22.6M	Buy	74,700 +2,953	+4%	+$846K	3.24%	10
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 $1.55T 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

Rainey & Randall Wealth Advisors's VB Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.1% in Q2 2026, buying an estimated $846K and bringing the position to 74,700 shares worth $22.6M. The position accounts for 3.24% of the portfolio, ranked #10.

Rainey & Randall Wealth Advisors first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Rainey & Randall Wealth Advisors held 74,700 shares of Vanguard Morningstar Small-Cap ETF worth $22.6M as of Q2 2026.
Rainey & Randall Wealth Advisors bought 2,953 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $846K.
Vanguard Morningstar Small-Cap ETF made up 3.24% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Rainey & Randall Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.