Retirement Solution’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Retirement Solution’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	$312K	Buy	1,029 +172	+20%	+$49.3K	0.06%	48
2026 Q1	$225K	Buy	857 +2	+0.2%	+$541	0.05%	47
2025 Q4	$221K	Buy	855 +9	+1%	+$2.31K	0.05%	50
2025 Q3	$215K	Buy	+846	New	+$210K	0.05%	39
2025 Q1	–	Sell	-846	Closed	-$203K	–	54
2024 Q4	$203K	Sell	846 -293	-26%	-$72.1K	0.05%	42
2024 Q3	$270K	Buy	1,139 +17	+2%	+$3.86K	0.07%	42
2024 Q2	$245K	Buy	+1,122	New	+$246K	0.07%	33

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

Retirement Solution's VB Position: Q2 2026 in Review

Retirement Solution increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $49.3K and bringing the position to 1,029 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #48.

Retirement Solution first reported a position in VB in Q2 2024 and has held it in 7 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Retirement Solution held 1,029 shares of Vanguard Morningstar Small-Cap ETF worth $312K as of Q2 2026.
Retirement Solution bought 172 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $49.3K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Retirement Solution's portfolio in Q2 2026, its #48 holding.
Retirement Solution first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.