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 Q3	$21.9M	Buy	77,013 +2,313	+3%	+$689K	3.14%	10
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Rainey & Randall Wealth Advisors's VB Position: Q3 2026 in Review

Rainey & Randall Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q3 2026, buying an estimated $689K and bringing the position to 77,013 shares worth $21.9M. The position accounts for 3.14% of the portfolio, ranked #10.

Rainey & Randall Wealth Advisors first reported a position in VB in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.6M in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Rainey & Randall Wealth Advisors held 77,013 shares of Vanguard Morningstar Small-Cap ETF worth $21.9M as of Q3 2026.
Rainey & Randall Wealth Advisors bought 2,313 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $689K.
Vanguard Morningstar Small-Cap ETF made up 3.14% of Rainey & Randall Wealth Advisors's portfolio in Q3 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 9 quarters since.
Rainey & Randall Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $22.6M in Q2 2026.
1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.