RCS Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

RCS Financial Planning’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	$652K	Buy	2,152 +15	+0.7%	+$4.3K	0.31%	55
2026 Q1	$560K	Buy	2,137 +215	+11%	+$58.2K	0.29%	61
2025 Q4	$496K	Buy	1,922 +181	+10%	+$46.4K	0.21%	67
2025 Q3	$444K	Buy	1,741 +196	+13%	+$48.6K	0.2%	67
2025 Q2	$367K	Buy	1,545 +406	+36%	+$90.6K	0.18%	65
2025 Q1	$253K	Buy	1,139 +51	+5%	+$12.2K	0.13%	70
2024 Q4	$261K	Buy	1,088 +196	+22%	+$48.2K	0.14%	70
2024 Q3	$212K	Buy	+892	New	+$203K	0.12%	68
2024 Q2	–	Sell	-877	Closed	-$200K	–	71
2024 Q1	$200K	Buy	+877	New	+$189K	0.12%	69

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

RCS Financial Planning's VB Position: Q2 2026 in Review

RCS Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.7% in Q2 2026, buying an estimated $4.3K and bringing the position to 2,152 shares worth $652K. The position accounts for 0.31% of the portfolio, ranked #55.

RCS Financial Planning first reported a position in VB in Q1 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

RCS Financial Planning held 2,152 shares of Vanguard Morningstar Small-Cap ETF worth $652K as of Q2 2026.
RCS Financial Planning bought 15 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.3K.
Vanguard Morningstar Small-Cap ETF made up 0.31% of RCS Financial Planning's portfolio in Q2 2026, its #55 holding.
RCS Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.