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 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%	+$4.05K	0.23%	126
2022 Q1	$248K	Buy	+1,166	New	+$245K	0.23%	125

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Redwood Financial Network's VB Position: Q2 2026 in Review

Redwood Financial Network reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 30% in Q2 2026, selling an estimated $95.1K and leaving 781 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #166.

Redwood Financial Network first reported a position in VB in Q1 2022 and has held it in 11 quarters since. The position peaked at $323K in Q3 2025. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Redwood Financial Network held 781 shares of Vanguard Morningstar Small-Cap ETF worth $237K as of Q2 2026.
Redwood Financial Network sold 332 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $95.1K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Redwood Financial Network's portfolio in Q2 2026, its #166 holding.
Redwood Financial Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 11 quarters since.
Redwood Financial Network's Vanguard Morningstar Small-Cap ETF position peaked at $323K in Q3 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.