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Ranch Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ranch Capital 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 		$1.62M Buy
5,328
+841
+19% +$241K 0.51% 62
2026
Q1 		$1.18M Buy
4,487
+140
+3% +$37.9K 0.42% 65
2025
Q4 		$1.12M Buy
4,347
+77
+2% +$19.7K 0.41% 64
2025
Q3 		$1.09M Sell
4,270
-187
-4% -$46.4K 0.42% 62
2025
Q2 		$1.06M Buy
4,457
+93
+2% +$20.7K 0.46% 58
2025
Q1 		$968K Sell
4,364
-588
-12% -$140K 0.46% 59
2024
Q4 		$1.19M Buy
4,952
+1
+0% +$246 0.56% 54
2024
Q3 		$1.18M Sell
4,951
-40
-0.8% -$9.09K 0.55% 59
2024
Q2 		$1.09M Buy
4,991
+201
+4% +$44.1K 0.57% 55
2024
Q1 		$1.1M Buy
4,790
+32
+0.7% +$6.88K 0.59% 55
2023
Q4 		$1.02M Buy
4,758
+19
+0.4% +$3.66K 0.63% 55
2023
Q3 		$896K Buy
4,739
+21
+0.4% +$4.18K 0.63% 49
2023
Q2 		$938K Buy
4,718
+22
+0.5% +$4.16K 0.66% 48
2023
Q1 		$890K Buy
4,696
+89
+2% +$17.3K 0.65% 49
2022
Q4 		$846K Sell
4,607
-207
-4% -$38.4K 0.66% 49
2022
Q3 		$823K Buy
4,814
+21
+0.4% +$3.96K 0.67% 47
2022
Q2 		$844K Sell
4,793
-3,899
-45% -$753K 0.65% 49
2022
Q1 		$1.85M Sell
8,692
-750
-8% -$158K 1.22% 17
2021
Q4 		$2.13M Buy
9,442
+288
+3% +$65.4K 1.39% 14
2021
Q3 		$2M Buy
9,154
+849
+10% +$189K 1.25% 14
2021
Q2 		$1.87M Buy
8,305
+1
+0% +$222 1.12% 13
2021
Q1 		$1.78M Buy
8,304
+484
+6% +$102K 1.17% 13
2020
Q4 		$1.52M Buy
7,820
+744
+11% +$131K 1.1% 13
2020
Q3 		$1.11M Buy
7,076
+210
+3% +$32.3K 0.89% 17
2020
Q2 		$1.09M Buy
6,866
+6,817
+13,912% +$915K 0.85% 22
2020
Q1 		$5K Sell
49
-125
-72% -$18.8K ﹤0.01% 720
2019
Q4 		$29K Buy
+174
New +$27.7K 0.02% 434

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

Ranch Capital Advisors's VB Position: Q2 2026 in Review

Ranch Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, buying an estimated $241K and bringing the position to 5,328 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #62.

Ranch Capital Advisors first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ranch Capital Advisors held 5,328 shares of Vanguard Morningstar Small-Cap ETF worth $1.62M as of Q2 2026.
  • Ranch Capital Advisors bought 841 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $241K.
  • Vanguard Morningstar Small-Cap ETF made up 0.51% of Ranch Capital Advisors's portfolio in Q2 2026, its #62 holding.
  • Ranch Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Ranch Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.13M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.