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Revolve Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Revolve Wealth Partners’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 		$2.41M Buy
7,945
+50
+0.6% +$14.3K 0.25% 63
2026
Q1 		$2.07M Sell
7,895
-501
-6% -$136K 0.27% 56
2025
Q4 		$2.17M Sell
8,396
-530
-6% -$136K 0.25% 58
2025
Q3 		$2.27M Buy
8,926
+328
+4% +$81.3K 0.27% 53
2025
Q2 		$2.04M Sell
8,598
-426
-5% -$95K 0.26% 57
2025
Q1 		$2M Buy
9,024
+83
+0.9% +$19.8K 0.29% 53
2024
Q4 		$2.15M Buy
8,941
+920
+11% +$226K 0.31% 49
2024
Q3 		$1.9M Sell
8,021
-1,530
-16% -$348K 0.29% 52
2024
Q2 		$2.08M Sell
9,551
-382
-4% -$83.9K 0.34% 46
2024
Q1 		$2.27M Buy
9,933
+410
+4% +$88.2K 0.39% 43
2023
Q4 		$2.03M Sell
9,523
-1,053
-10% -$203K 0.39% 43
2023
Q3 		$2M Sell
10,576
-310
-3% -$61.8K 0.46% 39
2023
Q2 		$2.17M Sell
10,886
-1,224
-10% -$231K 0.51% 39
2023
Q1 		$2.3M Sell
12,110
-614
-5% -$119K 0.58% 36
2022
Q4 		$2.34M Buy
12,724
+142
+1% +$26.3K 0.67% 33
2022
Q3 		$2.15M Buy
12,582
+114
+0.9% +$21.5K 0.72% 28
2022
Q2 		$2.2M Buy
12,468
+1,885
+18% +$364K 0.72% 30
2022
Q1 		$2.25M Buy
10,583
+217
+2% +$45.7K 0.65% 31
2021
Q4 		$2.34M Buy
+10,366
New +$2.36M 0.67% 31

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

Revolve Wealth Partners's VB Position: Q2 2026 in Review

Revolve Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.63% in Q2 2026, buying an estimated $14.3K and bringing the position to 7,945 shares worth $2.41M. The position accounts for 0.25% of the portfolio, ranked #63.

Revolve Wealth Partners first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Revolve Wealth Partners held 7,945 shares of Vanguard Morningstar Small-Cap ETF worth $2.41M as of Q2 2026.
  • Revolve Wealth Partners bought 50 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Revolve Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.