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Resources Management Corp’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Resources Management Corp’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 		$346K Hold
1,140
– – 0.04% 159
2026
Q1 		$299K Sell
1,140
-25
-2% -$6.76K 0.04% 161
2025
Q4 		$301K Sell
1,165
-63
-5% -$16.1K 0.04% 165
2025
Q3 		$312K Sell
1,228
-56
-4% -$13.9K 0.04% 163
2025
Q2 		$304K Sell
1,284
-7
-0.5% -$1.56K 0.04% 171
2025
Q1 		$286K Hold
1,291
– – 0.04% 186
2024
Q4 		$310K Sell
1,291
-20
-2% -$4.92K 0.04% 185
2024
Q3 		$311K Sell
1,311
-5
-0.4% -$1.14K 0.04% 194
2024
Q2 		$287K Sell
1,316
-20
-1% -$4.39K 0.04% 191
2024
Q1 		$305K Buy
1,336
+5
+0.4% +$1.08K 0.04% 190
2023
Q4 		$284K Buy
1,331
+7
+0.5% +$1.35K 0.04% 202
2023
Q3 		$250K Sell
1,324
-19
-1% -$3.79K 0.04% 206
2023
Q2 		$267K Buy
1,343
+468
+53% +$88.4K 0.04% 201
2023
Q1 		$44K Sell
875
-506
-37% -$98.1K 0.01% 291
2022
Q4 		$253K Buy
1,381
+6
+0.4% +$1.11K 0.04% 211
2022
Q3 		$235K Sell
1,375
-125
-8% -$23.6K 0.04% 219
2022
Q2 		$264K Sell
1,500
-45
-3% -$8.69K 0.04% 217
2022
Q1 		$328K Sell
1,545
-775
-33% -$163K 0.05% 212
2021
Q4 		$524K Buy
2,320
+11
+0.5% +$2.5K 0.07% 189
2021
Q3 		$505K Buy
2,309
+18
+0.8% +$4K 0.07% 183
2021
Q2 		$516K Sell
2,291
-193
-8% -$42.8K 0.07% 186
2021
Q1 		$532K Sell
2,484
-21
-0.8% -$4.42K 0.08% 173
2020
Q4 		$488K Sell
2,505
-230
-8% -$40.6K 0.08% 168
2020
Q3 		$421K Sell
2,735
-13
-0.5% -$2K 0.08% 165
2020
Q2 		$400K Buy
2,748
+521
+23% +$70K 0.08% 172
2020
Q1 		$257K Sell
2,227
-35
-2% -$5.26K 0.06% 190
2019
Q4 		$375K Buy
2,262
+15
+0.7% +$2.39K 0.06% 178
2019
Q3 		$346K Buy
+2,247
New +$348K 0.06% 179
2018
Q4 		$260K Buy
1,976
+496
+34% +$72.2K 0.06% 186
2018
Q3 		$240K Buy
+1,480
New +$239K 0.04% 203

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Resources Management Corp's VB Position: Q2 2026 in Review

Resources Management Corp held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,140 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #159.

Resources Management Corp first reported a position in VB in Q3 2018 and has held it in 30 quarters since. The position peaked at $532K in Q1 2021. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Resources Management Corp held 1,140 shares of Vanguard Morningstar Small-Cap ETF worth $346K as of Q2 2026.
  • Resources Management Corp left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Resources Management Corp's portfolio in Q2 2026, its #159 holding.
  • Resources Management Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • Resources Management Corp's Vanguard Morningstar Small-Cap ETF position peaked at $532K in Q1 2021.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.