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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
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

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

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

RKL Wealth Management opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 787 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings. This is a return to the name: RKL Wealth Management previously reported a position in VB as recently as Q4 2024.

RKL Wealth Management first reported a position in VB in Q1 2024 and has held it in 3 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • RKL Wealth Management held 787 shares of Vanguard Morningstar Small-Cap ETF worth $239K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new RKL Wealth Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #178 holding.
  • RKL Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.