River Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07M | Sell |
3,534
-89
| -2% | -$25.5K | 0.11% | 106 |
|
|
2026
Q1 | $949K | Sell |
3,623
-353
| -9% | -$95.5K | 0.11% | 110 |
|
|
2025
Q4 | $1.03M | Sell |
3,976
-1
| -0% | -$256 | 0.12% | 109 |
|
|
2025
Q3 | $1.01M | Sell |
3,977
-36
| -0.9% | -$8.93K | 0.12% | 111 |
|
|
2025
Q2 | $951K | Buy |
4,013
+35
| +0.9% | +$7.81K | 0.12% | 119 |
|
|
2025
Q1 | $882K | Sell |
3,978
-14
| -0.4% | -$3.34K | 0.12% | 113 |
|
|
2024
Q4 | $959K | Sell |
3,992
-9
| -0.2% | -$2.21K | 0.13% | 113 |
|
|
2024
Q3 | $949K | Sell |
4,001
-45
| -1% | -$10.2K | 0.13% | 115 |
|
|
2024
Q2 | $882K | Sell |
4,046
-5
| -0.1% | -$1.1K | 0.13% | 111 |
|
|
2024
Q1 | $926K | Buy |
4,051
+119
| +3% | +$25.6K | 0.13% | 113 |
|
|
2023
Q4 | $839K | Sell |
3,932
-28
| -0.7% | -$5.39K | 0.13% | 118 |
|
|
2023
Q3 | $749K | Buy |
3,960
+257
| +7% | +$51.2K | 0.13% | 122 |
|
|
2023
Q2 | $736K | Buy |
3,703
+120
| +3% | +$22.7K | 0.13% | 131 |
|
|
2023
Q1 | $679K | Sell |
3,583
-61
| -2% | -$11.8K | 0.12% | 133 |
|
|
2022
Q4 | $669K | Buy |
3,644
+812
| +29% | +$150K | 0.13% | 130 |
|
|
2022
Q3 | $484K | Sell |
2,832
-554
| -16% | -$105K | 0.1% | 139 |
|
|
2022
Q2 | $596K | Sell |
3,386
-247
| -7% | -$47.7K | 0.11% | 134 |
|
|
2022
Q1 | $772K | Buy |
3,633
+67
| +2% | +$14.1K | 0.12% | 126 |
|
|
2021
Q4 | $806K | Sell |
3,566
-52
| -1% | -$11.8K | 0.13% | 127 |
|
|
2021
Q3 | $791K | Sell |
3,618
-22
| -0.6% | -$4.89K | 0.14% | 122 |
|
|
2021
Q2 | $820K | Buy |
3,640
+42
| +1% | +$9.31K | 0.14% | 121 |
|
|
2021
Q1 | $770K | Buy |
3,598
+546
| +18% | +$115K | 0.14% | 122 |
|
|
2020
Q4 | $594K | Buy |
3,052
+29
| +1% | +$5.12K | 0.13% | 130 |
|
|
2020
Q3 | $465K | Buy |
3,023
+991
| +49% | +$152K | 0.12% | 135 |
|
|
2020
Q2 | $296K | Buy |
2,032
+287
| +16% | +$38.5K | 0.09% | 152 |
|
|
2020
Q1 | $201K | Sell |
1,745
-34
| -2% | -$5.11K | 0.08% | 152 |
|
|
2019
Q4 | $295K | Buy |
1,779
+254
| +17% | +$40.5K | 0.1% | 142 |
|
|
2019
Q3 | $235K | Sell |
1,525
-66
| -4% | -$10.2K | 0.09% | 152 |
|
|
2019
Q2 | $249K | Buy |
+1,591
| New | +$246K | 0.1% | 151 |
|
|
2019
Q1 | – | Sell |
-362
| Closed | -$48K | – | 473 |
|
|
2018
Q4 | $48K | Sell |
362
-31
| -8% | -$4.51K | 0.02% | 249 |
|
|
2018
Q3 | $64K | Hold |
393
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $61K | Buy |
+393
| New | +$60.1K | 0.02% | 256 |
|
Other funds holding VB
River Wealth Advisors's VB Position: Q2 2026 in Review
River Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $25.5K and leaving 3,534 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #106.
River Wealth Advisors first reported a position in VB in Q2 2018 and has held it in 32 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- River Wealth Advisors held 3,534 shares of Vanguard Morningstar Small-Cap ETF worth $1.07M as of Q2 2026.
- River Wealth Advisors sold 89 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $25.5K.
- Vanguard Morningstar Small-Cap ETF made up 0.11% of River Wealth Advisors's portfolio in Q2 2026, its #106 holding.
- River Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 32 quarters since.
- 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.