River Street Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

River Street Advisors’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	$479K	Hold	1,580	–	–	0.14%	117
2026 Q1	$414K	Hold	1,580	–	–	0.14%	123
2025 Q4	$408K	Hold	1,580	–	–	0.15%	113
2025 Q3	$402K	Hold	1,580	–	–	0.16%	114
2025 Q2	$374K	Hold	1,580	–	–	0.16%	115
2025 Q1	$350K	Hold	1,580	–	–	0.17%	112
2024 Q4	$380K	Hold	1,580	–	–	0.19%	107
2024 Q3	$375K	Hold	1,580	–	–	0.2%	113
2024 Q2	$345K	Hold	1,580	–	–	0.21%	109
2024 Q1	$361K	Buy	+1,580	New	+$340K	0.24%	99

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

River Street Advisors's VB Position: Q2 2026 in Review

River Street Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,580 shares worth $479K. The position accounts for 0.14% of the portfolio, ranked #117.

River Street Advisors first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

River Street Advisors held 1,580 shares of Vanguard Morningstar Small-Cap ETF worth $479K as of Q2 2026.
River Street Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.14% of River Street Advisors's portfolio in Q2 2026, its #117 holding.
River Street Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.