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

RTD Financial Advisors’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
Q3 		$5.64M Sell
19,812
-726
-4% -$216K 0.62% 40
2026
Q2 		$6.23M Sell
20,538
-1,623
-7% -$465K 0.68% 38
2026
Q1 		$5.8M Buy
22,161
+251
+1% +$67.9K 0.71% 38
2025
Q4 		$5.65M Sell
21,910
-2,408
-10% -$617K 0.69% 38
2025
Q3 		$6.18M Buy
24,318
+395
+2% +$98K 0.74% 36
2025
Q2 		$5.67M Buy
23,923
+6,433
+37% +$1.44M 0.73% 36
2025
Q1 		$3.88M Buy
17,490
+1,680
+11% +$401K 0.52% 42
2024
Q4 		$3.8M Buy
15,810
+198
+1% +$48.7K 0.49% 41
2024
Q3 		$3.7M Buy
15,612
+2
+0% +$454 0.47% 42
2024
Q2 		$3.4M Sell
15,610
-52
-0.3% -$11.4K 0.46% 42
2024
Q1 		$3.58M Sell
15,662
-1,164
-7% -$250K 0.48% 41
2023
Q4 		$3.59M Sell
16,826
-1,064
-6% -$205K 0.5% 41
2023
Q3 		$3.38M Sell
17,890
-468
-3% -$93.2K 0.52% 41
2023
Q2 		$3.65M Buy
18,358
+98
+0.5% +$18.5K 0.53% 40
2023
Q1 		$3.46M Sell
18,260
-313
-2% -$60.7K 0.54% 39
2022
Q4 		$3.41M Sell
18,573
-402
-2% -$74.5K 0.56% 39
2022
Q3 		$3.24M Sell
18,975
-693
-4% -$131K 0.6% 38
2022
Q2 		$3.46M Sell
19,668
-68
-0.3% -$13.1K 0.53% 44
2022
Q1 		$4.19M Buy
19,736
+82
+0.4% +$17.3K 0.57% 40
2021
Q4 		$4.44M Buy
+19,654
New +$4.47M 0.58% 40

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

RTD Financial Advisors's VB Position: Q3 2026 in Review

RTD Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.5% in Q3 2026, selling an estimated $216K and leaving 19,812 shares worth $5.64M. The position accounts for 0.62% of the portfolio, ranked #40.

RTD Financial Advisors first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.23M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • RTD Financial Advisors held 19,812 shares of Vanguard Morningstar Small-Cap ETF worth $5.64M as of Q3 2026.
  • RTD Financial Advisors sold 726 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $216K.
  • Vanguard Morningstar Small-Cap ETF made up 0.62% of RTD Financial Advisors's portfolio in Q3 2026, its #40 holding.
  • RTD Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $6.23M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.