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

Regimen 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	$227K	Buy	+749	New	+$215K	0.06%	70
2026 Q1	–	Sell	-862	Closed	-$222K	–	80
2025 Q4	$222K	Buy	862 +6	+0.7%	+$1.54K	0.07%	75
2025 Q3	$218K	Buy	856 +3	+0.4%	+$744	0.06%	73
2025 Q2	$202K	Sell	853 -58	-6%	-$12.9K	0.06%	74
2025 Q1	$202K	Buy	911 +3	+0.3%	+$716	0.07%	65
2024 Q4	$218K	Buy	908 +6	+0.7%	+$1.48K	0.07%	62
2024 Q3	$214K	Buy	+902	New	+$205K	0.07%	63
2024 Q2	–	Sell	-898	Closed	-$205K	–	72
2024 Q1	$205K	Buy	+898	New	+$193K	0.07%	61

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

Regimen Wealth's VB Position: Q2 2026 in Review

Regimen Wealth opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 749 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #70 among its holdings. This is a return to the name: Regimen Wealth previously reported a position in VB as recently as Q4 2025.

Regimen Wealth first reported a position in VB in Q1 2024 and has held it in 8 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Regimen Wealth held 749 shares of Vanguard Morningstar Small-Cap ETF worth $227K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Regimen Wealth position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Regimen Wealth's portfolio in Q2 2026, its #70 holding.
Regimen Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.