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

Ruedi 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 Q2	–	Sell	-45	Closed	-$10K	–	306
2025 Q1	$10K	Hold	45	–	–	﹤0.01%	165
2024 Q4	$10.8K	Hold	45	–	–	﹤0.01%	160
2024 Q3	$10.6K	Buy	45 +1	+2%	+$227	﹤0.01%	167
2024 Q2	$9.7K	Hold	44	–	–	﹤0.01%	184
2024 Q1	$10.2K	Hold	44	–	–	﹤0.01%	163
2023 Q4	$9.46K	Hold	44	–	–	﹤0.01%	144
2023 Q3	$8.35K	Hold	44	–	–	﹤0.01%	139
2023 Q2	$8.75K	Hold	44	–	–	0.01%	143
2023 Q1	$8.3K	Hold	44	–	–	0.01%	167
2022 Q4	$8.01K	Buy	+44	New	+$8.15K	0.01%	153

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ruedi Wealth Management's VB Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 45 shares — an estimated $10K sold.

Ruedi Wealth Management first reported a position in VB in Q4 2022 and held it in 10 quarters. The position peaked at $10.8K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Ruedi Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 45 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $10K.
Ruedi Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Vanguard Small-Cap ETF position peaked at $10.8K in Q4 2024.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.