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Rehmann Capital Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rehmann Capital Advisory Group’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 		$8M Sell
30,536
-223
-0.7% -$60.3K 0.42% 44
2025
Q4 		$7.93M Sell
30,759
-470
-2% -$120K 0.41% 45
2025
Q3 		$7.94M Buy
31,229
+483
+2% +$120K 0.43% 42
2025
Q2 		$7.29M Sell
30,746
-994
-3% -$222K 0.44% 44
2025
Q1 		$7.04M Buy
31,740
+2,467
+8% +$589K 0.44% 44
2024
Q4 		$7.03M Sell
29,273
-803
-3% -$198K 0.45% 44
2024
Q3 		$7.14M Buy
30,076
+20
+0.1% +$4.54K 0.47% 40
2024
Q2 		$6.56M Buy
30,056
+1,785
+6% +$392K 0.47% 38
2024
Q1 		$6.46M Sell
28,271
-147
-0.5% -$31.6K 0.48% 37
2023
Q4 		$6.06M Buy
28,418
+638
+2% +$123K 0.5% 34
2023
Q3 		$5.25M Buy
27,780
+295
+1% +$58.8K 0.49% 35
2023
Q2 		$5.47M Sell
27,485
-751
-3% -$142K 0.49% 35
2023
Q1 		$5.35M Buy
28,236
+534
+2% +$104K 0.5% 38
2022
Q4 		$5.08M Buy
27,702
+1,725
+7% +$320K 0.52% 42
2022
Q3 		$4.44M Buy
25,977
+159
+0.6% +$30K 0.49% 39
2022
Q2 		$4.55M Sell
25,818
-26
-0.1% -$5.02K 0.5% 40
2022
Q1 		$5.48M Sell
25,844
-6,057
-19% -$1.28M 0.52% 37
2021
Q4 		$7.2M Sell
31,901
-118
-0.4% -$26.8K 0.67% 28
2021
Q3 		$7M Sell
32,019
-2,296
-7% -$510K 0.66% 26
2021
Q2 		$7.72M Sell
34,315
-115
-0.3% -$25.5K 0.75% 23
2021
Q1 		$7.35M Buy
34,430
+1,688
+5% +$356K 0.75% 24
2020
Q4 		$6.38M Buy
32,742
+100
+0.3% +$17.6K 0.72% 24
2020
Q3 		$5.02M Buy
32,642
+3,404
+12% +$523K 0.64% 30
2020
Q2 		$4.26M Buy
29,238
+8,099
+38% +$1.09M 0.58% 32
2020
Q1 		$2.44M Buy
+21,139
New +$3.18M 0.4% 43
2019
Q3 		– Sell
-19,444
Closed -$3.05M – 2107
2019
Q2 		$3.05M Sell
19,444
-3,373
-15% -$521K 0.38% 44
2019
Q1 		$3.49M Sell
22,817
-75,961
-77% -$11.3M 0.47% 34
2018
Q4 		$12M Buy
98,778
+75,179
+319% +$10.9M 1.79% 6
2018
Q3 		$3.84M Buy
23,599
+409
+2% +$66.2K 0.53% 34
2018
Q2 		$3.61M Buy
23,190
+20,204
+677% +$3.09M 0.52% 35
2018
Q1 		$439K Sell
2,986
-48
-2% -$7.17K 0.07% 212
2017
Q4 		$448K Buy
3,034
+6
+0.2% +$868 0.08% 207
2017
Q3 		$428K Sell
3,028
-86
-3% -$11.7K 0.08% 204
2017
Q2 		$422K Buy
3,114
+879
+39% +$118K 0.08% 191
2017
Q1 		$298K Buy
2,235
+215
+11% +$28.4K 0.05% 273
2016
Q4 		$261K Buy
2,020
+97
+5% +$12K 0.05% 300
2016
Q3 		$235K Buy
1,923
+6
+0.3% +$726 0.05% 309
2016
Q2 		$222K Buy
1,917
+3
+0.2% +$341 0.04% 323
2016
Q1 		$213K Buy
+1,914
New +$198K 0.04% 318
2015
Q3 		– Sell
-2,401
Closed -$292K – 363
2015
Q2 		$292K Sell
2,401
-450
-16% -$55.3K 0.07% 231
2015
Q1 		$349K Buy
2,851
+70
+3% +$8.29K 0.08% 205
2014
Q4 		$324K Buy
2,781
+5
+0.2% +$569 0.07% 223
2014
Q3 		$307K Buy
2,776
+130
+5% +$14.9K 0.07% 228
2014
Q2 		$310K Buy
2,646
+27
+1% +$3.02K 0.07% 228
2014
Q1 		$296K Buy
2,619
+695
+36% +$77K 0.08% 213
2013
Q4 		$211K Buy
+1,924
New +$205K 0.06% 272

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rehmann Capital Advisory Group's VB Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.72% in Q1 2026, selling an estimated $60.3K and leaving 30,536 shares worth $8M. The position accounts for 0.42% of the portfolio, ranked #44.

Rehmann Capital Advisory Group first reported a position in VB in Q4 2013 and has held it in 46 quarters since. The position peaked at $12M in Q4 2018. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Rehmann Capital Advisory Group held 30,536 shares of Vanguard Morningstar Small-Cap ETF worth $8M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 223 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $60.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.42% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #44 holding.
  • Rehmann Capital Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 46 quarters since.
  • Rehmann Capital Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $12M in Q4 2018.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.