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Rosenblum Silverman Sutton’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rosenblum Silverman Sutton’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 		$1.23M Sell
4,048
-40
-1% -$11.5K 0.29% 49
2026
Q1 		$1.07M Buy
4,088
+70
+2% +$18.9K 0.28% 49
2025
Q4 		$1.04M Sell
4,018
-65
-2% -$16.7K 0.24% 49
2025
Q3 		$1.04M Buy
4,083
+135
+3% +$33.5K 0.24% 48
2025
Q2 		$936K Hold
3,948
– – 0.23% 47
2025
Q1 		$875K Buy
3,948
+625
+19% +$149K 0.24% 47
2024
Q4 		$798K Sell
3,323
-140
-4% -$34.4K 0.2% 52
2024
Q3 		$821K Hold
3,463
– – 0.21% 52
2024
Q2 		$755K Hold
3,463
– – 0.2% 52
2024
Q1 		$792K Hold
3,463
– – 0.22% 53
2023
Q4 		$739K Hold
3,463
– – 0.24% 51
2023
Q3 		$655K Sell
3,463
-80
-2% -$15.9K 0.22% 55
2023
Q2 		$705K Sell
3,543
-95
-3% -$18K 0.23% 52
2023
Q1 		$690K Sell
3,638
-135
-4% -$26.2K 0.25% 47
2022
Q4 		$692K Buy
3,773
+215
+6% +$39.8K 0.25% 48
2022
Q3 		$608K Buy
3,558
+8
+0.2% +$1.51K 0.22% 55
2022
Q2 		$625K Hold
3,550
– – 0.2% 55
2022
Q1 		$755K Sell
3,550
-722
-17% -$152K 0.19% 51
2021
Q4 		$966K Buy
4,272
+1,438
+51% +$327K 0.22% 48
2021
Q3 		$620K Hold
2,834
– – 0.14% 52
2021
Q2 		$639K Buy
2,834
+71
+3% +$15.7K 0.14% 51
2021
Q1 		$592K Sell
2,763
-28
-1% -$5.9K 0.15% 51
2020
Q4 		$543K Hold
2,791
– – 0.14% 50
2020
Q3 		$429K Sell
2,791
-806
-22% -$124K 0.12% 53
2020
Q2 		$524K Sell
3,597
-1,240
-26% -$167K 0.17% 49
2020
Q1 		$558K Buy
+4,837
New +$727K 0.22% 52

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

Rosenblum Silverman Sutton's VB Position: Q2 2026 in Review

Rosenblum Silverman Sutton reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.98% in Q2 2026, selling an estimated $11.5K and leaving 4,048 shares worth $1.23M. The position accounts for 0.29% of the portfolio, ranked #49.

Rosenblum Silverman Sutton first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Rosenblum Silverman Sutton held 4,048 shares of Vanguard Morningstar Small-Cap ETF worth $1.23M as of Q2 2026.
  • Rosenblum Silverman Sutton sold 40 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.29% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #49 holding.
  • Rosenblum Silverman Sutton first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.