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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
2026
Q2 		$232K Buy
+767
New +$220K 0.09% 155
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 $1.55T 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

RHS Financial's VB Position: Q2 2026 in Review

RHS Financial opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 767 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #155 among its holdings. This is a return to the name: RHS Financial previously reported a position in VB as recently as Q3 2025.

RHS Financial first reported a position in VB in Q1 2019 and has held it in 21 quarters since. The position peaked at $373K in Q3 2021. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • RHS Financial held 767 shares of Vanguard Morningstar Small-Cap ETF worth $232K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new RHS Financial position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of RHS Financial's portfolio in Q2 2026, its #155 holding.
  • RHS Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 21 quarters since.
  • RHS Financial's Vanguard Morningstar Small-Cap ETF position peaked at $373K in Q3 2021.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.