RiverGlades Family Offices’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

RiverGlades Family Offices’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	$5.3M	Sell	17,492 -810	-4%	-$232K	2.43%	9
2026 Q1	$4.79M	Buy	+18,302	New	+$4.95M	2.82%	9
2025 Q3	$4.56M	Buy	17,947 +225	+1%	+$55.8K	2.79%	8
2025 Q2	$4.2M	Buy	17,722 +230	+1%	+$51.3K	2.75%	9
2025 Q1	$3.88M	Sell	17,492 -105	-0.6%	-$25.1K	2.79%	9
2024 Q4	$4.23M	Hold	17,597	–	–	3.02%	8
2024 Q3	$4.17M	Hold	17,597	–	–	2.99%	9
2024 Q2	$3.84M	Buy	17,597 +15	+0.1%	+$3.29K	2.98%	9
2024 Q1	$3.93M	Buy	17,582 +170	+1%	+$36.6K	3.13%	8
2023 Q4	$3.77M	Buy	17,412 +125	+0.7%	+$24.1K	3.05%	7
2023 Q3	$3.27M	Hold	17,287	–	–	2.87%	8
2023 Q2	$3.44M	Hold	17,287	–	–	3.06%	8
2023 Q1	$3.28M	Sell	17,287 -645	-4%	-$125K	3.01%	9
2022 Q4	$3.29M	Buy	+17,932	New	+$3.32M	3.03%	8
2022 Q2	$3.18M	Buy	18,032 +125	+0.7%	+$24.1K	2.94%	8
2022 Q1	$3.81M	Buy	17,907 +190	+1%	+$40K	2.87%	9
2021 Q4	$4M	Buy	17,717 +570	+3%	+$130K	2.9%	8
2021 Q3	$3.75M	Buy	17,147 +125	+0.7%	+$27.8K	2.93%	8
2021 Q2	$3.83M	Buy	17,022 +66	+0.4%	+$14.6K	2.97%	8
2021 Q1	$3.63M	Sell	16,956 -130	-0.8%	-$27.4K	2.95%	8
2020 Q4	$3.33M	Sell	17,086 -502	-3%	-$88.6K	2.82%	10
2020 Q3	$2.71M	Buy	17,588 +118	+0.7%	+$18.1K	2.58%	12
2020 Q2	$2.55M	Sell	17,470 -2,922	-14%	-$392K	2.6%	12
2020 Q1	$2.35M	Buy	20,392 +553	+3%	+$83.1K	2.51%	12
2019 Q4	$3.29M	Sell	19,839 -340	-2%	-$54.2K	2.83%	10
2019 Q3	$3.1M	Buy	20,179 +10	+0%	+$1.55K	2.77%	10
2019 Q2	$3.16M	Hold	20,169	–	–	2.82%	10
2019 Q1	$3.08M	Buy	+20,169	New	+$3M	2.79%	10
2018 Q4	–	Sell	-20,899	Closed	-$3.4M	–	73
2018 Q3	$3.4M	Hold	20,899	–	–	2.89%	12
2018 Q2	$3.25M	Sell	20,899 -438	-2%	-$67K	2.83%	12
2018 Q1	$3.13M	Buy	21,337 +276	+1%	+$41.2K	2.5%	14
2017 Q4	$3.11M	Buy	+21,061	New	+$3.05M	2.55%	12

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

RiverGlades Family Offices's VB Position: Q2 2026 in Review

RiverGlades Family Offices reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, selling an estimated $232K and leaving 17,492 shares worth $5.3M. The position accounts for 2.43% of the portfolio, ranked #9.

RiverGlades Family Offices first reported a position in VB in Q4 2017 and has held it in 32 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

RiverGlades Family Offices held 17,492 shares of Vanguard Morningstar Small-Cap ETF worth $5.3M as of Q2 2026.
RiverGlades Family Offices sold 810 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $232K.
Vanguard Morningstar Small-Cap ETF made up 2.43% of RiverGlades Family Offices's portfolio in Q2 2026, its #9 holding.
RiverGlades Family Offices first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 32 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.