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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
Q3 		$3.4M Sell
11,948
-21,379
-64% -$6.37M 0.82% 27
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

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

Rinkey Investments's VB Position: Q3 2026 in Review

Rinkey Investments reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 64% in Q3 2026, selling an estimated $6.37M and leaving 11,948 shares worth $3.4M. The position accounts for 0.82% of the portfolio, ranked #27.

Rinkey Investments first reported a position in VB in Q4 2021 and has held it in 10 quarters since. The position peaked at $10.1M in Q2 2026. 1,143 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Rinkey Investments held 11,948 shares of Vanguard Morningstar Small-Cap ETF worth $3.4M as of Q3 2026.
  • Rinkey Investments sold 21,379 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $6.37M.
  • Vanguard Morningstar Small-Cap ETF made up 0.82% of Rinkey Investments's portfolio in Q3 2026, its #27 holding.
  • Rinkey Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 10 quarters since.
  • Rinkey Investments's Vanguard Morningstar Small-Cap ETF position peaked at $10.1M in Q2 2026.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Rinkey Investments's 13F filing for Q3 2026, filed 28 Oct 2026.