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

RHS Financial’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
2025
Q4 		– Sell
-868
Closed -$221K – 153
2025
Q3 		$221K Buy
+868
New +$215K 0.11% 121
2024
Q4 		– Sell
-979
Closed -$232K – 146
2024
Q3 		$232K Buy
+979
New +$222K 0.12% 122
2023
Q4 		– Sell
-1,174
Closed -$222K – 107
2023
Q3 		$222K Sell
1,174
-51
-4% -$10.2K 0.16% 90
2023
Q2 		$244K Buy
1,225
+18
+1% +$3.4K 0.18% 86
2023
Q1 		$229K Sell
1,207
-154
-11% -$29.9K 0.17% 89
2022
Q4 		$250K Sell
1,361
-22
-2% -$4.08K 0.2% 81
2022
Q3 		$236K Buy
1,383
+65
+5% +$12.3K 0.21% 76
2022
Q2 		$232K Sell
1,318
-334
-20% -$64.5K 0.19% 74
2022
Q1 		$351K Buy
1,652
+173
+12% +$36.4K 0.26% 60
2021
Q4 		$334K Sell
1,479
-227
-13% -$51.6K 0.23% 66
2021
Q3 		$373K Buy
1,706
+87
+5% +$19.3K 0.27% 63
2021
Q2 		$365K Buy
1,619
+586
+57% +$130K 0.27% 63
2021
Q1 		$221K Sell
1,033
-421
-29% -$88.7K 0.18% 71
2020
Q4 		$283K Hold
1,454
– – 0.24% 65
2020
Q3 		$224K Hold
1,454
– – 0.23% 69
2020
Q2 		$212K Buy
+1,454
New +$195K 0.25% 57
2020
Q1 		– Sell
-1,454
Closed -$241K – 74
2019
Q4 		$241K Hold
1,454
– – 0.25% 59
2019
Q3 		$224K Hold
1,454
– – 0.26% 63
2019
Q2 		$228K Hold
1,454
– – 0.29% 61
2019
Q1 		$222K Buy
+1,454
New +$216K 0.29% 59

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RHS Financial's VB Position: Q4 2025 in Review

RHS Financial sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 868 shares — an estimated $221K sold.

RHS Financial first reported a position in VB in Q1 2019 and held it in 20 quarters. The position peaked at $373K in Q3 2021. 2,367 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • RHS Financial reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • RHS Financial sold 868 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $221K.
  • RHS Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and held it in 20 quarters.
  • RHS Financial's Vanguard Morningstar Small-Cap ETF position peaked at $373K in Q3 2021.
  • 2,367 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on RHS Financial's 13F filing for Q4 2025, filed 16 Jan 2026.