REAP Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

REAP Financial 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	$8.26M	Buy	27,258 +1,276	+5%	+$366K	1.41%	17
2026 Q1	$6.81M	Buy	25,982 +844	+3%	+$228K	1.34%	22
2025 Q4	$6.48M	Buy	25,138 +2,572	+11%	+$659K	1.32%	24
2025 Q3	$5.74M	Buy	22,566 +3,040	+16%	+$754K	1.25%	26
2025 Q2	$4.63M	Buy	19,526 +4,060	+26%	+$906K	1.09%	28
2025 Q1	$3.43M	Buy	15,466 +3,195	+26%	+$763K	0.85%	34
2024 Q4	$2.95M	Buy	12,271 +101	+0.8%	+$24.9K	0.73%	34
2024 Q3	$2.89M	Sell	12,170 -84	-0.7%	-$19.1K	0.71%	36
2024 Q2	$2.67M	Sell	12,254 -104	-0.8%	-$22.8K	0.72%	36
2024 Q1	$2.83M	Sell	12,358 -602	-5%	-$129K	0.78%	34
2023 Q4	$2.76M	Buy	+12,960	New	+$2.5M	0.81%	32

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

REAP Financial Group's VB Position: Q2 2026 in Review

REAP Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.9% in Q2 2026, buying an estimated $366K and bringing the position to 27,258 shares worth $8.26M. The position accounts for 1.41% of the portfolio, ranked #17.

REAP Financial Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

REAP Financial Group held 27,258 shares of Vanguard Morningstar Small-Cap ETF worth $8.26M as of Q2 2026.
REAP Financial Group bought 1,276 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $366K.
Vanguard Morningstar Small-Cap ETF made up 1.41% of REAP Financial Group's portfolio in Q2 2026, its #17 holding.
REAP Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.