Ritter Daniher Financial Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ritter Daniher Financial Advisory’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	$859K	Sell	2,833 -80	-3%	-$22.9K	0.13%	79
2026 Q1	$763K	Buy	2,913 +28	+1%	+$7.58K	0.13%	82
2025 Q4	$744K	Buy	2,885 +2,054	+247%	+$526K	0.12%	85
2025 Q3	$211K	Buy	+831	New	+$206K	0.04%	159
2023 Q4	–	Sell	-94	Closed	-$17.8K	–	372
2023 Q3	$17.8K	Buy	94 +76	+422%	+$15.1K	0.01%	197
2023 Q2	$3.58K	Buy	+18	New	+$3.4K	﹤0.01%	267

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

Ritter Daniher Financial Advisory's VB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, selling an estimated $22.9K and leaving 2,833 shares worth $859K. The position accounts for 0.13% of the portfolio, ranked #79.

Ritter Daniher Financial Advisory first reported a position in VB in Q2 2023 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ritter Daniher Financial Advisory held 2,833 shares of Vanguard Morningstar Small-Cap ETF worth $859K as of Q2 2026.
Ritter Daniher Financial Advisory sold 80 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $22.9K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #79 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 6 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.