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

Rockwood 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	$1.83M	Buy	6,049 +220	+4%	+$63K	0.12%	39
2026 Q1	$1.53M	Hold	5,829	–	–	0.11%	39
2025 Q4	$1.5M	Buy	5,829 +37	+0.6%	+$9.48K	0.11%	40
2025 Q3	$1.47M	Sell	5,792 -48	-0.8%	-$11.9K	0.12%	38
2025 Q2	$1.38M	Sell	5,840 -143	-2%	-$31.9K	0.12%	36
2025 Q1	$1.33M	Buy	5,983 +1,121	+23%	+$268K	0.14%	34
2024 Q4	$1.17M	Sell	4,862 -635	-12%	-$156K	0.13%	34
2024 Q3	$1.3M	Buy	5,497 +276	+5%	+$62.7K	0.14%	34
2024 Q2	$1.14M	Buy	5,221 +1,006	+24%	+$221K	0.14%	34
2024 Q1	$964K	Hold	4,215	–	–	0.12%	33
2023 Q4	$899K	Hold	4,215	–	–	0.13%	35
2023 Q3	$797K	Hold	4,215	–	–	0.13%	31
2023 Q2	$838K	Buy	4,215 +360	+9%	+$68K	0.14%	36
2023 Q1	$731K	Hold	3,855	–	–	0.14%	35
2022 Q4	$708K	Buy	3,855 +609	+19%	+$113K	0.17%	33
2022 Q3	$555K	Sell	3,246 -17	-0.5%	-$3.21K	0.18%	35
2022 Q2	$575K	Hold	3,263	–	–	0.27%	32
2022 Q1	$693K	Buy	+3,263	New	+$687K	0.33%	31

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Rockwood Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, buying an estimated $63K and bringing the position to 6,049 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #39.

Rockwood Wealth Management first reported a position in VB in Q1 2022 and has held it in 18 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Rockwood Wealth Management held 6,049 shares of Vanguard Morningstar Small-Cap ETF worth $1.83M as of Q2 2026.
Rockwood Wealth Management bought 220 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $63K.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Rockwood Wealth Management's portfolio in Q2 2026, its #39 holding.
Rockwood Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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