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

RKL 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 Q3	$207K	Sell	726 -61	-8%	-$18.2K	0.02%	189
2026 Q2	$239K	Buy	+787	New	+$226K	0.02%	178
2025 Q1	–	Sell	-843	Closed	-$203K	–	177
2024 Q4	$203K	Buy	+843	New	+$207K	0.02%	172
2024 Q2	–	Sell	-897	Closed	-$205K	–	156
2024 Q1	$205K	Buy	+897	New	+$193K	0.02%	156

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

RKL Wealth Management's VB Position: Q3 2026 in Review

RKL Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.8% in Q3 2026, selling an estimated $18.2K and leaving 726 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #189.

RKL Wealth Management first reported a position in VB in Q1 2024 and has held it in 4 quarters since. The position peaked at $239K in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

RKL Wealth Management held 726 shares of Vanguard Morningstar Small-Cap ETF worth $207K as of Q3 2026.
RKL Wealth Management sold 61 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $18.2K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of RKL Wealth Management's portfolio in Q3 2026, its #189 holding.
RKL Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 4 quarters since.
RKL Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $239K in Q2 2026.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.