Rinkey Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rinkey Investments’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	$10.1M	Buy	33,327 +1,600	+5%	+$459K	2.38%	12
2026 Q1	$8.31M	Buy	31,727 +914	+3%	+$247K	2.13%	13
2025 Q4	$7.95M	Buy	30,813 +160	+0.5%	+$41K	2.02%	13
2025 Q3	$7.79M	Buy	30,653 +3,309	+12%	+$821K	2.07%	14
2025 Q2	$6.48M	Sell	27,344 -5,536	-17%	-$1.24M	1.95%	16
2025 Q1	$7.29M	Sell	32,880 -4,323	-12%	-$1.03M	2.31%	14
2024 Q4	$8.94M	Buy	37,203 +2,971	+9%	+$731K	2.86%	13
2024 Q3	$8.12M	Buy	+34,232	New	+$7.78M	2.63%	15
2022 Q1	–	Sell	-29	Closed	-$6K	–	245
2021 Q4	$6K	Buy	+29	New	+$6.59K	0.01%	181

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

Rinkey Investments's VB Position: Q2 2026 in Review

Rinkey Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5% in Q2 2026, buying an estimated $459K and bringing the position to 33,327 shares worth $10.1M. The position accounts for 2.38% of the portfolio, ranked #12.

Rinkey Investments first reported a position in VB in Q4 2021 and has held it in 9 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Rinkey Investments held 33,327 shares of Vanguard Morningstar Small-Cap ETF worth $10.1M as of Q2 2026.
Rinkey Investments bought 1,600 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $459K.
Vanguard Morningstar Small-Cap ETF made up 2.38% of Rinkey Investments's portfolio in Q2 2026, its #12 holding.
Rinkey Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 9 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.