River's Edge Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

River's Edge Wealth Management’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	$417K	Sell	1,405 -211	-13%	-$60.5K	0.37%	33
2026 Q1	$458K	Sell	1,616 -22	-1%	-$5.95K	0.43%	30
2025 Q4	$453K	Buy	+1,638	New	+$420K	0.44%	29

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's Edge Wealth Management's VB Position: Q2 2026 in Review

River's Edge Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, selling an estimated $60.5K and leaving 1,405 shares worth $417K. The position accounts for 0.37% of the portfolio, ranked #33.

River's Edge Wealth Management first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q1 2026. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

River's Edge Wealth Management held 1,405 shares of Vanguard Morningstar Small-Cap ETF worth $417K as of Q2 2026.
River's Edge Wealth Management sold 211 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $60.5K.
Vanguard Morningstar Small-Cap ETF made up 0.37% of River's Edge Wealth Management's portfolio in Q2 2026, its #33 holding.
River's Edge Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
River's Edge Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $458K in Q1 2026.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on River's Edge Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.