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RKL Wealth Management’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RKL Wealth Management's VB Position: Q1 2025 in Review

RKL Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 843 shares — an estimated $203K sold.

RKL Wealth Management first reported a position in VB in Q1 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • RKL Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • RKL Wealth Management sold 843 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $203K.
  • RKL Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2024 and held it in 2 quarters.
  • RKL Wealth Management's Vanguard Small-Cap ETF position peaked at $205K in Q1 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on RKL Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.