Redwood Financial Network’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Redwood Financial Network’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 Q3	$229K	Buy	805 +24	+3%	+$7.15K	0.12%	177
2026 Q2	$237K	Sell	781 -332	-30%	-$95.1K	0.13%	166
2026 Q1	$291K	Sell	1,113 -110	-9%	-$29.8K	0.19%	136
2025 Q4	$315K	Sell	1,223 -48	-4%	-$12.3K	0.2%	132
2025 Q3	$323K	Buy	1,271 +58	+5%	+$14.4K	0.2%	129
2025 Q2	$287K	Sell	1,213 -33	-3%	-$7.36K	0.19%	132
2025 Q1	$276K	Buy	+1,246	New	+$298K	0.21%	127
2023 Q2	–	Sell	-1,086	Closed	-$206K	–	156
2023 Q1	$206K	Sell	1,086 -23	-2%	-$4.46K	0.21%	141
2022 Q4	$204K	Sell	1,109 -70	-6%	-$13K	0.23%	135
2022 Q3	$201K	Sell	1,179 -8	-0.7%	-$1.51K	0.23%	124
2022 Q2	$209K	Buy	1,187 +21	+2%	+$4.06K	0.23%	126
2022 Q1	$248K	Buy	+1,166	New	+$245K	0.23%	125

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Redwood Financial Network's VB Position: Q3 2026 in Review

Redwood Financial Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q3 2026, buying an estimated $7.15K and bringing the position to 805 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #177.

Redwood Financial Network first reported a position in VB in Q1 2022 and has held it in 12 quarters since. The position peaked at $323K in Q3 2025. 1,626 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Redwood Financial Network held 805 shares of Vanguard Morningstar Small-Cap ETF worth $229K as of Q3 2026.
Redwood Financial Network bought 24 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $7.15K.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Redwood Financial Network's portfolio in Q3 2026, its #177 holding.
Redwood Financial Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 12 quarters since.
Redwood Financial Network's Vanguard Morningstar Small-Cap ETF position peaked at $323K in Q3 2025.
1,626 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Redwood Financial Network's 13F filing for Q3 2026, filed 3 Nov 2026.