Red Lighthouse Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Red Lighthouse Investment Management’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 Q1	–	Sell	-370	Closed	-$95.4K	–	106
2025 Q4	$95.4K	Sell	370 -43	-10%	-$11K	0.03%	68
2025 Q3	$105K	Sell	413 -122	-23%	-$30.3K	0.04%	90
2025 Q2	$127K	Sell	535 -7,086	-93%	-$1.58M	0.05%	85
2025 Q1	$1.74M	Buy	7,621 +7,086	+1,324%	+$1.69M	0.71%	21
2024 Q4	$129K	Sell	535 -36	-6%	-$8.86K	0.05%	79
2024 Q3	$135K	Hold	571	–	–	0.05%	79
2024 Q2	$125K	Sell	571 -7,050	-93%	-$1.55M	0.05%	79
2024 Q1	$1.74M	Sell	7,621 -36	-0.5%	-$7.74K	0.7%	22
2023 Q4	$1.63M	Hold	7,657	–	–	0.68%	22
2023 Q3	$1.45M	Hold	7,657	–	–	0.68%	23
2023 Q2	$1.52M	Hold	7,657	–	–	0.7%	23
2023 Q1	$1.45M	Hold	7,657	–	–	0.7%	24
2022 Q4	$1.41M	Buy	+7,657	New	+$1.42M	0.71%	25

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Red Lighthouse Investment Management's VB Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 370 shares — an estimated $95.4K sold.

Red Lighthouse Investment Management first reported a position in VB in Q4 2022 and held it in 13 quarters. The position peaked at $1.74M in Q1 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 370 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $95.4K.
Red Lighthouse Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.74M in Q1 2025.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.