RMF
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Red Mountain Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Red Mountain Financial’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 		$207K Buy
+683
New +$196K 0.17% 81
2024
Q4 		– Sell
-855
Closed -$203K – 71
2024
Q3 		$203K Buy
+855
New +$194K 0.22% 68
2023
Q4 		$208K Buy
+976
New +$188K 0.32% 62

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Red Mountain Financial's VB Position: Q2 2026 in Review

Red Mountain Financial opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 683 shares worth $207K. The stake represents 0.17% of the portfolio and ranks #81 among its holdings. This is a return to the name: Red Mountain Financial previously reported a position in VB as recently as Q3 2024.

Red Mountain Financial first reported a position in VB in Q4 2023 and has held it in 3 quarters since. The position peaked at $208K in Q4 2023. 842 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Red Mountain Financial held 683 shares of Vanguard Small-Cap ETF worth $207K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Red Mountain Financial position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.17% of Red Mountain Financial's portfolio in Q2 2026, its #81 holding.
  • Red Mountain Financial first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Red Mountain Financial's Vanguard Small-Cap ETF position peaked at $208K in Q4 2023.
  • 842 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.