Rebalance’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rebalance’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	$3.47M	Sell	11,452 -139	-1%	-$39.8K	0.18%	38
2026 Q1	$3.04M	Buy	11,591 +44	+0.4%	+$11.9K	0.18%	38
2025 Q4	$2.98M	Sell	11,547 -5	-0%	-$1.28K	0.17%	38
2025 Q3	$2.94M	Sell	11,552 -3	-0%	-$744	0.18%	38
2025 Q2	$2.74M	Sell	11,555 -554	-5%	-$124K	0.19%	40
2025 Q1	$2.69M	Buy	12,109 +27	+0.2%	+$6.45K	0.2%	36
2024 Q4	$2.9M	Sell	12,082 -47	-0.4%	-$11.6K	0.22%	35
2024 Q3	$2.88M	Sell	12,129 -50	-0.4%	-$11.4K	0.21%	35
2024 Q2	$2.66M	Sell	12,179 -15	-0.1%	-$3.29K	0.21%	34
2024 Q1	$2.79M	Sell	12,194 -32	-0.3%	-$6.88K	0.23%	36
2023 Q4	$2.61M	Sell	12,226 -81	-0.7%	-$15.6K	0.23%	37
2023 Q3	$2.33M	Buy	12,307 +170	+1%	+$33.9K	0.23%	37
2023 Q2	$2.41M	Buy	12,137 +346	+3%	+$65.4K	0.23%	36
2023 Q1	$2.24M	Buy	11,791 +37	+0.3%	+$7.17K	0.22%	39
2022 Q4	$2.16M	Buy	+11,754	New	+$2.18M	0.22%	39

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

Rebalance's VB Position: Q2 2026 in Review

Rebalance reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $39.8K and leaving 11,452 shares worth $3.47M. The position accounts for 0.18% of the portfolio, ranked #38.

Rebalance first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Rebalance held 11,452 shares of Vanguard Morningstar Small-Cap ETF worth $3.47M as of Q2 2026.
Rebalance sold 139 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $39.8K.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Rebalance's portfolio in Q2 2026, its #38 holding.
Rebalance first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.