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

River Wealth 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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

River Wealth Advisors's VB Position: Q1 2026 in Review

River Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 8.9% in Q1 2026, selling an estimated $95.5K and leaving 3,623 shares worth $949K. The position accounts for 0.11% of the portfolio, ranked #110.

River Wealth Advisors first reported a position in VB in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.03M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • River Wealth Advisors held 3,623 shares of Vanguard Small-Cap ETF worth $949K as of Q1 2026.
  • River Wealth Advisors sold 353 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $95.5K.
  • Vanguard Small-Cap ETF made up 0.11% of River Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • River Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2018 and has held it in 31 quarters since.
  • River Wealth Advisors's Vanguard Small-Cap ETF position peaked at $1.03M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.