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 Q3	$239K	Sell	841 -188	-18%	-$56K	0.05%	48
2026 Q2	$312K	Buy	1,029 +172	+20%	+$49.3K	0.14%	38
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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Retirement Solution's VB Position: Q3 2026 in Review

Retirement Solution reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q3 2026, selling an estimated $56K and leaving 841 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #48.

Retirement Solution first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $312K in Q2 2026. 1,149 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Retirement Solution held 841 shares of Vanguard Morningstar Small-Cap ETF worth $239K as of Q3 2026.
Retirement Solution sold 188 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $56K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Retirement Solution's portfolio in Q3 2026, its #48 holding.
Retirement Solution first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Retirement Solution's Vanguard Morningstar Small-Cap ETF position peaked at $312K in Q2 2026.
1,149 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.