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

Rede Wealth’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 		$623K Buy
2,056
+78
+4% +$22.4K 0.21% 53
2026
Q1 		$518K Buy
1,978
+95
+5% +$25.7K 0.19% 59
2025
Q4 		$486K Buy
1,883
+363
+24% +$93K 0.17% 62
2025
Q3 		$388K Sell
1,520
-524
-26% -$130K 0.3% 64
2025
Q2 		$484K Sell
2,044
-98
-5% -$21.9K 0.17% 58
2025
Q1 		$475K Buy
2,142
+15
+0.7% +$3.58K 0.17% 60
2024
Q4 		$511K Buy
2,127
+139
+7% +$34.2K 0.2% 58
2024
Q3 		$472K Buy
1,988
+16
+0.8% +$3.64K 0.18% 61
2024
Q2 		$430K Buy
1,972
+38
+2% +$8.35K 0.4% 55
2024
Q1 		$442K Sell
1,934
-1,126
-37% -$242K 0.19% 55
2023
Q4 		$653K Sell
3,060
-3,246
-51% -$625K 0.31% 38
2023
Q3 		$1.19M Buy
6,306
+494
+8% +$98.4K 0.6% 20
2023
Q2 		$1.16M Buy
5,812
+62
+1% +$11.7K 0.55% 21
2023
Q1 		$1.09M Buy
5,750
+589
+11% +$114K 0.57% 21
2022
Q4 		$947K Buy
5,161
+91
+2% +$16.9K 0.51% 26
2022
Q3 		$866K Buy
5,070
+417
+9% +$78.7K 0.51% 22
2022
Q2 		$819K Buy
+4,653
New +$899K 0.48% 25

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rede Wealth's VB Position: Q2 2026 in Review

Rede Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.9% in Q2 2026, buying an estimated $22.4K and bringing the position to 2,056 shares worth $623K. The position accounts for 0.21% of the portfolio, ranked #53.

Rede Wealth first reported a position in VB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.19M in Q3 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Rede Wealth held 2,056 shares of Vanguard Morningstar Small-Cap ETF worth $623K as of Q2 2026.
  • Rede Wealth bought 78 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $22.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Rede Wealth's portfolio in Q2 2026, its #53 holding.
  • Rede Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Rede Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $1.19M in Q3 2023.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.