Richards, Merrill & Peterson’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Richards, Merrill & Peterson’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	$23.6K	Buy	78 +16	+26%	+$4.58K	0.01%	263
2026 Q1	$16.2K	Hold	62	–	–	0.01%	258
2025 Q4	$16K	Hold	62	–	–	0.01%	248
2025 Q3	$15.8K	Hold	62	–	–	0.01%	203
2025 Q2	$14.7K	Hold	62	–	–	0.01%	191
2025 Q1	$13.7K	Hold	62	–	–	0.01%	372
2024 Q4	$14.9K	Buy	+62	New	+$15.3K	0.01%	353

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

Richards, Merrill & Peterson's VB Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 26% in Q2 2026, buying an estimated $4.58K and bringing the position to 78 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #263.

Richards, Merrill & Peterson first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Richards, Merrill & Peterson held 78 shares of Vanguard Morningstar Small-Cap ETF worth $23.6K as of Q2 2026.
Richards, Merrill & Peterson bought 16 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.58K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #263 holding.
Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.