Rice Partnership’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rice Partnership’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	–	Sell	-5	Closed	-$1.31K	–	190
2026 Q1	$1.31K	Hold	5	–	–	﹤0.01%	178
2025 Q4	$1.29K	Hold	5	–	–	﹤0.01%	173
2025 Q3	$1.27K	Hold	5	–	–	﹤0.01%	185
2025 Q2	$1.19K	Sell	5 -7	-58%	-$1.56K	﹤0.01%	167
2025 Q1	$2.66K	Sell	12 -15	-56%	-$3.58K	﹤0.01%	146
2024 Q4	$6.45K	Hold	27	–	–	﹤0.01%	156
2024 Q3	$6.37K	Hold	27	–	–	﹤0.01%	160
2024 Q2	$5.86K	Hold	27	–	–	﹤0.01%	145
2024 Q1	$6.14K	Buy	+27	New	+$5.81K	﹤0.01%	143
2021 Q4	–	Sell	-182	Closed	-$40K	–	153
2021 Q3	$40K	Sell	182 -100	-35%	-$22.2K	0.01%	115
2021 Q2	$64K	Buy	+282	New	+$62.5K	0.02%	104
2020 Q1	–	Sell	-182	Closed	-$30K	–	110
2019 Q4	$30K	Hold	182	–	–	0.02%	88
2019 Q3	$28K	Buy	+182	New	+$28.2K	0.02%	90

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rice Partnership's VB Position: Q2 2026 in Review

Rice Partnership sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 5 shares — an estimated $1.31K sold.

Rice Partnership first reported a position in VB in Q3 2019 and held it in 13 quarters. The position peaked at $64K in Q2 2021. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Rice Partnership reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.31K.
Rice Partnership first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and held it in 13 quarters.
Rice Partnership's Vanguard Morningstar Small-Cap ETF position peaked at $64K in Q2 2021.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.