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Riverpoint Wealth Management Holdings’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Riverpoint Wealth Management Holdings’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 		$844K Buy
2,785
+11
+0.4% +$3.15K 0.16% 35
2026
Q1 		$727K Buy
2,774
+20
+0.7% +$5.41K 0.15% 38
2025
Q4 		$710K Buy
2,754
+18
+0.7% +$4.61K 0.15% 37
2025
Q3 		$696K Buy
2,736
+9
+0.3% +$2.23K 0.15% 37
2025
Q2 		$646K Buy
2,727
+81
+3% +$18.1K 0.15% 38
2025
Q1 		$587K Buy
2,646
+20
+0.8% +$4.78K 0.15% 38
2024
Q4 		$631K Buy
2,626
+17
+0.7% +$4.18K 0.16% 36
2024
Q3 		$619K Buy
2,609
+11
+0.4% +$2.5K 0.16% 35
2024
Q2 		$567K Hold
2,598
– – 0.16% 36
2024
Q1 		$594K Buy
2,598
+7
+0.3% +$1.51K 0.17% 33
2023
Q4 		$553K Sell
2,591
-8
-0.3% -$1.54K 0.16% 33
2023
Q3 		$491K Buy
2,599
+10
+0.4% +$1.99K 0.16% 32
2023
Q2 		$515K Buy
2,589
+9
+0.3% +$1.7K 0.16% 31
2023
Q1 		$489K Buy
2,580
+7
+0.3% +$1.36K 0.17% 29
2022
Q4 		$472K Buy
2,573
+2
+0.1% +$371 0.17% 31
2022
Q3 		$439K Hold
2,571
– – 0.19% 30
2022
Q2 		$453K Buy
2,571
+1
+0% +$193 0.18% 28
2022
Q1 		$546K Buy
2,570
+402
+19% +$84.6K 0.19% 28
2021
Q4 		$490K Sell
2,168
-817
-27% -$186K 0.17% 33
2021
Q3 		$653K Sell
2,985
-5,951
-67% -$1.32M 0.23% 29
2021
Q2 		$2.01M Buy
8,936
+1,253
+16% +$278K 0.56% 24
2021
Q1 		$1.65M Sell
7,683
-35
-0.5% -$7.37K 0.5% 27
2020
Q4 		$1.5M Buy
7,718
+120
+2% +$21.2K 0.47% 31
2020
Q3 		$1.17M Buy
7,598
+484
+7% +$74.3K 0.42% 35
2020
Q2 		$1.04M Buy
7,114
+2,248
+46% +$302K 0.4% 33
2020
Q1 		$562K Buy
4,866
+1,944
+67% +$292K 0.27% 39
2019
Q4 		$484K Buy
2,922
+37
+1% +$5.89K 0.19% 47
2019
Q3 		$444K Sell
2,885
-58
-2% -$8.99K 0.2% 39
2019
Q2 		$461K Hold
2,943
– – 0.21% 37
2019
Q1 		$450K Hold
2,943
– – 0.22% 35
2018
Q4 		$389K Buy
2,943
+724
+33% +$105K 0.22% 39
2018
Q3 		$361K Hold
2,219
– – 0.18% 43
2018
Q2 		$345K Hold
2,219
– – 0.19% 41
2018
Q1 		$326K Buy
2,219
+753
+51% +$112K 0.2% 34
2017
Q4 		$216K Buy
1,466
+1
+0.1% +$145 0.13% 44
2017
Q3 		$209K Buy
+1,465
New +$200K 0.14% 49

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VB Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.4% in Q2 2026, buying an estimated $3.15K and bringing the position to 2,785 shares worth $844K. The position accounts for 0.16% of the portfolio, ranked #35.

Riverpoint Wealth Management Holdings first reported a position in VB in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.01M in Q2 2021. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 2,785 shares of Vanguard Morningstar Small-Cap ETF worth $844K as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 11 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.15K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #35 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
  • Riverpoint Wealth Management Holdings's Vanguard Morningstar Small-Cap ETF position peaked at $2.01M in Q2 2021.
  • 2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.