Running Point Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Running Point Capital 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
2025 Q4	$258	Hold	1	–	–	﹤0.01%	189
2025 Q3	$254	Hold	1	–	–	﹤0.01%	191
2025 Q2	$237	Hold	1	–	–	﹤0.01%	183
2025 Q1	$222	Hold	1	–	–	﹤0.01%	181
2024 Q4	$240	Hold	1	–	–	﹤0.01%	162
2024 Q3	$237	Hold	1	–	–	﹤0.01%	151
2024 Q2	$218	Hold	1	–	–	﹤0.01%	142
2024 Q1	$229	Sell	1 -84	-99%	-$18.1K	﹤0.01%	141
2023 Q4	$18.1K	Buy	85 +15	+21%	+$2.89K	0.01%	130
2023 Q3	$13.2K	Hold	70	–	–	0.01%	129
2023 Q2	$13.9K	Hold	70	–	–	0.01%	132
2023 Q1	$13.3K	Hold	70	–	–	0.01%	128
2022 Q4	$12.8K	Hold	70	–	–	0.01%	190
2022 Q3	$12K	Hold	70	–	–	0.01%	194
2022 Q2	$12K	Hold	70	–	–	0.01%	200
2022 Q1	$15K	Hold	70	–	–	0.01%	192
2021 Q4	$16K	Sell	70 -50	-42%	-$11.4K	0.01%	103
2021 Q3	$26K	Hold	120	–	–	0.01%	142
2021 Q2	$27K	Buy	120 +1	+0.8%	+$222	0.01%	130
2021 Q1	$25K	Buy	+119	New	+$25.1K	0.01%	114

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Running Point Capital Advisors's VB Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2025 at 1 share worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Running Point Capital Advisors first reported a position in VB in Q1 2021 and has held it in 20 quarters since. The position peaked at $27K in Q2 2021. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Running Point Capital Advisors held 1 share of Vanguard Morningstar Small-Cap ETF worth $258 as of Q4 2025.
Running Point Capital Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #189 holding.
Running Point Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
Running Point Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $27K in Q2 2021.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.