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Revisor Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Revisor Wealth Management’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 		$2.02M Buy
6,657
+289
+5% +$82.8K 0.48% 47
2026
Q1 		$1.67M Buy
6,368
+524
+9% +$142K 0.46% 46
2025
Q4 		$1.59M Buy
5,844
+1,919
+49% +$492K 0.42% 49
2025
Q3 		$1M Sell
3,925
-2,856
-42% -$708K 0.35% 60
2025
Q2 		$1.66M Buy
6,781
+415
+7% +$92.6K 0.6% 32
2025
Q1 		$1.41M Buy
6,366
+1,328
+26% +$317K 0.63% 32
2024
Q4 		$1.21M Sell
5,038
-538
-10% -$132K 1.12% 20
2024
Q3 		$1.32M Buy
5,576
+1,964
+54% +$446K 0.83% 24
2024
Q2 		$788K Buy
3,612
+2,536
+236% +$557K 0.55% 33
2024
Q1 		$240K Sell
1,076
-189
-15% -$40.7K 0.11% 165
2023
Q4 		$270K Buy
+1,265
New +$244K 0.31% 89
2023
Q3 		– Sell
-4,800
Closed -$955K – 175
2023
Q2 		$955K Sell
4,800
-26
-0.5% -$4.91K 0.86% 30
2023
Q1 		$915K Buy
+4,826
New +$936K 0.84% 28

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

Revisor Wealth Management's VB Position: Q2 2026 in Review

Revisor Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.5% in Q2 2026, buying an estimated $82.8K and bringing the position to 6,657 shares worth $2.02M. The position accounts for 0.48% of the portfolio, ranked #47.

Revisor Wealth Management first reported a position in VB in Q1 2023 and has held it in 13 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Revisor Wealth Management held 6,657 shares of Vanguard Morningstar Small-Cap ETF worth $2.02M as of Q2 2026.
  • Revisor Wealth Management bought 289 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $82.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.48% of Revisor Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Revisor Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.