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Ritholtz Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ritholtz Wealth 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
2026
Q2 		$6.07M Sell
20,013
-3,378
-14% -$968K 0.09% 142
2026
Q1 		$6.13M Buy
23,391
+5,032
+27% +$1.36M 0.11% 122
2025
Q4 		$4.74M Sell
18,359
-525
-3% -$134K 0.09% 154
2025
Q3 		$4.8M Sell
18,884
-439
-2% -$109K 0.09% 141
2025
Q2 		$4.58M Buy
19,323
+10,393
+116% +$2.32M 0.1% 121
2025
Q1 		$1.98M Buy
8,930
+92
+1% +$22K 0.06% 252
2024
Q4 		$2.12M Buy
8,838
+65
+0.7% +$16K 0.06% 223
2024
Q3 		$2.08M Buy
8,773
+1,098
+14% +$249K 0.06% 222
2024
Q2 		$1.67M Buy
7,675
+1,761
+30% +$387K 0.06% 235
2024
Q1 		$1.35M Sell
5,914
-791
-12% -$170K 0.05% 284
2023
Q4 		$1.43M Buy
6,705
+2,088
+45% +$402K 0.06% 227
2023
Q3 		$873K Buy
4,617
+261
+6% +$52K 0.04% 321
2023
Q2 		$866K Buy
4,356
+274
+7% +$51.8K 0.04% 309
2023
Q1 		$774K Buy
4,082
+28
+0.7% +$5.43K 0.04% 322
2022
Q4 		$744K Sell
4,054
-153
-4% -$28.4K 0.04% 292
2022
Q3 		$719K Buy
4,207
+1,908
+83% +$360K 0.04% 316
2022
Q2 		$405K Buy
2,299
+70
+3% +$13.5K 0.03% 363
2022
Q1 		$474K Sell
2,229
-353
-14% -$74.3K 0.03% 318
2021
Q4 		$584K Buy
2,582
+75
+3% +$17K 0.04% 266
2021
Q3 		$548K Buy
2,507
+58
+2% +$12.9K 0.04% 250
2021
Q2 		$552K Hold
2,449
– – 0.04% 235
2021
Q1 		$524K Buy
+2,449
New +$516K 0.04% 201
2020
Q1 		– Sell
-1,311
Closed -$217K – 204
2019
Q4 		$217K Buy
+1,311
New +$209K 0.03% 130

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ritholtz Wealth Management's VB Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, selling an estimated $968K and leaving 20,013 shares worth $6.07M. The position accounts for 0.09% of the portfolio, ranked #142.

Ritholtz Wealth Management first reported a position in VB in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.13M in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ritholtz Wealth Management held 20,013 shares of Vanguard Morningstar Small-Cap ETF worth $6.07M as of Q2 2026.
  • Ritholtz Wealth Management sold 3,378 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $968K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $6.13M in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.