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Reyes Financial Architecture’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Reyes Financial Architecture’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 		$115K Sell
380
-459
-55% -$132K 0.06% 107
2026
Q1 		$220K Sell
839
-12
-1% -$3.25K 0.18% 73
2025
Q4 		$220K Buy
851
+12
+1% +$3.07K 0.13% 76
2025
Q3 		$213K Hold
839
– – 0.14% 80
2025
Q2 		$199K Sell
839
-251
-23% -$56K 0.17% 80
2025
Q1 		$242K Buy
1,090
+94
+9% +$22.4K 0.18% 66
2024
Q4 		$239K Buy
+996
New +$245K 0.19% 62

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Reyes Financial Architecture's VB Position: Q2 2026 in Review

Reyes Financial Architecture reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 55% in Q2 2026, selling an estimated $132K and leaving 380 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #107.

Reyes Financial Architecture first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $242K in Q1 2025. 1,264 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Reyes Financial Architecture held 380 shares of Vanguard Morningstar Small-Cap ETF worth $115K as of Q2 2026.
  • Reyes Financial Architecture sold 459 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Reyes Financial Architecture's portfolio in Q2 2026, its #107 holding.
  • Reyes Financial Architecture first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's Vanguard Morningstar Small-Cap ETF position peaked at $242K in Q1 2025.
  • 1,264 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.