Redwood Financial Network’s Vanguard 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 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%	+$4.05K	0.23%	126
2022 Q1	$248K	Buy	+1,166	New	+$245K	0.23%	125

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 $374B AUM 17.66% 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

Redwood Financial Network's VB Position: Q1 2026 in Review

Redwood Financial Network reduced its Vanguard Small-Cap ETF (VB) stake by 9% in Q1 2026, selling an estimated $29.8K and leaving 1,113 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #136.

Redwood Financial Network first reported a position in VB in Q1 2022 and has held it in 10 quarters since. The position peaked at $323K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Redwood Financial Network held 1,113 shares of Vanguard Small-Cap ETF worth $291K as of Q1 2026.
Redwood Financial Network sold 110 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $29.8K.
Vanguard Small-Cap ETF made up 0.19% of Redwood Financial Network's portfolio in Q1 2026, its #136 holding.
Redwood Financial Network first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Redwood Financial Network's Vanguard Small-Cap ETF position peaked at $323K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.