Riggs Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Riggs Asset Management’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 Q3	–	Sell	-40	Closed	-$9.48K	–	826
2025 Q2	$9.48K	Hold	40	–	–	﹤0.01%	338
2025 Q1	$8.87K	Hold	40	–	–	﹤0.01%	272
2024 Q4	$9.6K	Hold	40	–	–	﹤0.01%	259
2024 Q3	$9.49K	Hold	40	–	–	﹤0.01%	261
2024 Q2	$8.72K	Hold	40	–	–	﹤0.01%	259
2024 Q1	$9.14K	Hold	40	–	–	﹤0.01%	246
2023 Q4	$8.53K	Hold	40	–	–	﹤0.01%	256
2023 Q3	$7.56K	Hold	40	–	–	﹤0.01%	262
2023 Q2	$7.96K	Hold	40	–	–	﹤0.01%	257
2023 Q1	$7.58K	Hold	40	–	–	﹤0.01%	242
2022 Q4	$7.34K	Hold	40	–	–	﹤0.01%	226
2022 Q3	$7K	Buy	+40	New	+$7.55K	﹤0.01%	242

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Riggs Asset Management's VB Position: Q3 2025 in Review

Riggs Asset Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 40 shares — an estimated $9.48K sold.

Riggs Asset Management first reported a position in VB in Q3 2022 and held it in 12 quarters. The position peaked at $9.6K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Riggs Asset Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 40 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $9.48K.
Riggs Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and held it in 12 quarters.
Riggs Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $9.6K in Q4 2024.
2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.