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Raleigh Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Raleigh Capital Management’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 		$207K Sell
684
-31
-4% -$8.88K 0.07% 196
2026
Q1 		$187K Buy
715
+73
+11% +$19.8K 0.06% 204
2025
Q4 		$166K Sell
642
-91
-12% -$23.3K 0.06% 209
2025
Q3 		$186K Sell
733
-72
-9% -$17.9K 0.07% 191
2025
Q2 		$191K Sell
805
-29
-3% -$6.47K 0.08% 203
2025
Q1 		$185K Sell
834
-47
-5% -$11.2K 0.08% 198
2024
Q4 		$212K Sell
881
-79
-8% -$19.4K 0.08% 191
2024
Q3 		$228K Sell
960
-128
-12% -$29.1K 0.09% 190
2024
Q2 		$237K Sell
1,088
-8
-0.7% -$1.76K 0.1% 180
2024
Q1 		$250K Sell
1,096
-12
-1% -$2.58K 0.11% 181
2023
Q4 		$236K Sell
1,108
-756
-41% -$146K 0.11% 175
2023
Q3 		$352K Buy
1,864
+651
+54% +$130K 0.18% 122
2023
Q2 		$241K Buy
1,213
+69
+6% +$13K 0.12% 162
2023
Q1 		$217K Buy
1,144
+45
+4% +$8.73K 0.11% 165
2022
Q4 		$202K Buy
1,099
+7
+0.6% +$1.3K 0.1% 170
2022
Q3 		$187K Sell
1,092
-232
-18% -$43.8K 0.11% 177
2022
Q2 		$233K Sell
1,324
-52
-4% -$10K 0.13% 163
2022
Q1 		$292K Buy
+1,376
New +$290K 0.16% 146

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raleigh Capital Management's VB Position: Q2 2026 in Review

Raleigh Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q2 2026, selling an estimated $8.88K and leaving 684 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #196.

Raleigh Capital Management first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $352K in Q3 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Raleigh Capital Management held 684 shares of Vanguard Morningstar Small-Cap ETF worth $207K as of Q2 2026.
  • Raleigh Capital Management sold 31 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.88K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Raleigh Capital Management's portfolio in Q2 2026, its #196 holding.
  • Raleigh Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $352K in Q3 2023.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.