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Ramiah Investment Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ramiah Investment Group’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 		$9.81M Buy
32,379
+781
+2% +$224K 7.49% 4
2026
Q1 		$8.28M Buy
31,598
+1,243
+4% +$336K 7.23% 4
2025
Q4 		$7.83M Buy
30,355
+2,081
+7% +$533K 6.79% 4
2025
Q3 		$7.19M Buy
28,274
+648
+2% +$161K 6.37% 4
2025
Q2 		$6.55M Buy
27,626
+3,162
+13% +$705K 7.05% 5
2025
Q1 		$5.42M Sell
24,464
-3,989
-14% -$953K 5.2% 4
2024
Q4 		$6.84M Buy
28,453
+2,915
+11% +$717K 6.23% 4
2024
Q3 		$6.06M Buy
25,538
+3,449
+16% +$784K 5.71% 7
2024
Q2 		$4.82M Buy
22,089
+462
+2% +$101K 4.7% 9
2024
Q1 		$4.94M Buy
21,627
+1,286
+6% +$277K 4.65% 9
2023
Q4 		$4.34M Buy
20,341
+1,458
+8% +$281K 4.09% 9
2023
Q3 		$3.57M Buy
18,883
+1,424
+8% +$284K 3.71% 8
2023
Q2 		$3.47M Buy
17,459
+1,574
+10% +$297K 3.39% 11
2023
Q1 		$3.01M Sell
15,885
-226
-1% -$43.8K 2.73% 9
2022
Q4 		$2.96M Sell
16,111
-154
-0.9% -$28.5K 5.69% 3
2022
Q3 		$2.78M Sell
16,265
-247
-1% -$46.6K 5.83% 3
2022
Q2 		$2.91M Sell
16,512
-449
-3% -$86.7K 2.37% 8
2022
Q1 		$3.6M Buy
16,961
+1,726
+11% +$363K 2.5% 5
2021
Q4 		$3.44M Buy
15,235
+376
+3% +$85.4K 2.32% 5
2021
Q3 		$3.25M Buy
14,859
+716
+5% +$159K 2.33% 10
2021
Q2 		$3.19M Buy
14,143
+4,125
+41% +$914K 2.28% 8
2021
Q1 		$2.14M Buy
10,018
+718
+8% +$151K 1.61% 16
2020
Q4 		$1.81M Buy
9,300
+73
+0.8% +$12.9K 1.51% 14
2020
Q3 		$1.42M Buy
9,227
+155
+2% +$23.8K 1.37% 15
2020
Q2 		$1.32M Buy
9,072
+574
+7% +$77.1K 1.4% 13
2020
Q1 		$981K Sell
8,498
-147
-2% -$22.1K 1.74% 15
2019
Q4 		$1.43M Buy
+8,645
New +$1.38M 1.41% 14

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 22.9% 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

Ramiah Investment Group's VB Position: Q2 2026 in Review

Ramiah Investment Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, buying an estimated $224K and bringing the position to 32,379 shares worth $9.81M. The position accounts for 7.49% of the portfolio, ranked #4.

Ramiah Investment Group first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ramiah Investment Group held 32,379 shares of Vanguard Morningstar Small-Cap ETF worth $9.81M as of Q2 2026.
  • Ramiah Investment Group bought 781 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $224K.
  • Vanguard Morningstar Small-Cap ETF made up 7.49% of Ramiah Investment Group's portfolio in Q2 2026, its #4 holding.
  • Ramiah Investment Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.