Robinswood Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Robinswood Financial’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	$81.1K	Hold	267	–	–	0.02%	121
2026 Q1	$70.1K	Sell	267 -113	-30%	-$30.6K	0.02%	123
2025 Q4	$98.1K	Buy	380 +26	+7%	+$6.66K	0.03%	107
2025 Q3	$90.2K	Hold	354	–	–	0.03%	109
2025 Q2	$84K	Sell	354 -1	-0.3%	-$223	0.03%	114
2025 Q1	$78.8K	Sell	355 -60	-14%	-$14.3K	0.03%	106
2024 Q4	$99.8K	Sell	415 -7	-2%	-$1.72K	0.04%	92
2024 Q3	$100K	Buy	422 +36	+9%	+$8.18K	0.04%	95
2024 Q2	$84.2K	Buy	386 +130	+51%	+$28.5K	0.03%	104
2024 Q1	$58K	Buy	256 +5	+2%	+$1.08K	0.02%	91
2023 Q4	$53.5K	Buy	251 +63	+34%	+$12.1K	0.02%	84
2023 Q3	$35.5K	Hold	188	–	–	0.02%	99
2023 Q2	$37.4K	Buy	+188	New	+$35.5K	0.02%	90

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 22.9% 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

Robinswood Financial's VB Position: Q2 2026 in Review

Robinswood Financial held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 267 shares worth $81.1K. The position accounts for 0.02% of the portfolio, ranked #121.

Robinswood Financial first reported a position in VB in Q2 2023 and has held it in 13 quarters since. The position peaked at $100K in Q3 2024. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Robinswood Financial held 267 shares of Vanguard Morningstar Small-Cap ETF worth $81.1K as of Q2 2026.
Robinswood Financial left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #121 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard Morningstar Small-Cap ETF position peaked at $100K in Q3 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.