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

Retirement Wealth Solutions’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	$101K	Sell	356 -7	-2%	-$2.08K	0.05%	78
2026 Q2	$110K	Hold	363	–	–	0.06%	69
2026 Q1	$95.1K	Sell	363 -1	-0.3%	-$271	0.06%	66
2025 Q4	$93.9K	Hold	364	–	–	0.06%	70
2025 Q3	$92.4K	Buy	364 +306	+528%	+$75.9K	0.06%	67
2025 Q2	$13.8K	Hold	58	–	–	0.01%	197
2025 Q1	$12.9K	Sell	58 -263	-82%	-$62.8K	0.01%	189
2024 Q4	$76.5K	Buy	+321	New	+$79K	0.06%	64

Other funds holding VB

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

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

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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Retirement Wealth Solutions's VB Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q3 2026, selling an estimated $2.08K and leaving 356 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #78.

Retirement Wealth Solutions first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $110K in Q2 2026. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Retirement Wealth Solutions held 356 shares of Vanguard Morningstar Small-Cap ETF worth $101K as of Q3 2026.
Retirement Wealth Solutions sold 7 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.08K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #78 holding.
Retirement Wealth Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Vanguard Morningstar Small-Cap ETF position peaked at $110K in Q2 2026.
645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.