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

Rik Saylor 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 		$548K Sell
1,809
-4
-0.2% -$1.15K 0.36% 63
2026
Q1 		$475K Buy
1,813
+2
+0.1% +$541 0.36% 67
2025
Q4 		$467K Sell
1,811
-1
-0.1% -$256 0.34% 66
2025
Q3 		$461K Sell
1,812
-22
-1% -$5.46K 0.34% 66
2025
Q2 		$435K Sell
1,834
-18
-1% -$4.02K 0.33% 65
2025
Q1 		$411K Sell
1,852
-42
-2% -$10K 0.36% 64
2024
Q4 		$455K Buy
+1,894
New +$466K 0.42% 60

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Rik Saylor Financial's VB Position: Q2 2026 in Review

Rik Saylor Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.22% in Q2 2026, selling an estimated $1.15K and leaving 1,809 shares worth $548K. The position accounts for 0.36% of the portfolio, ranked #63.

Rik Saylor Financial first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,564 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Rik Saylor Financial held 1,809 shares of Vanguard Morningstar Small-Cap ETF worth $548K as of Q2 2026.
  • Rik Saylor Financial sold 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Morningstar Small-Cap ETF made up 0.36% of Rik Saylor Financial's portfolio in Q2 2026, its #63 holding.
  • Rik Saylor Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.