RVW Wealth
VB icon

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

RVW Wealth’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 		$242K Hold
850
– – 0.02% 169
2026
Q2 		$258K Sell
850
-1
-0.1% -$287 0.02% 161
2026
Q1 		$223K Hold
851
– – 0.02% 167
2025
Q4 		$219K Sell
851
-119
-12% -$30.5K 0.02% 169
2025
Q3 		$247K Sell
970
-105
-10% -$26K 0.02% 157
2025
Q2 		$255K Sell
1,075
-291
-21% -$64.9K 0.02% 149
2025
Q1 		$303K Sell
1,366
-387
-22% -$92.4K 0.03% 130
2024
Q4 		$421K Buy
1,753
+120
+7% +$29.5K 0.04% 102
2024
Q3 		$387K Sell
1,633
-50
-3% -$11.4K 0.04% 107
2024
Q2 		$367K Buy
1,683
+460
+38% +$101K 0.04% 109
2024
Q1 		$280K Buy
1,223
+275
+29% +$59.2K 0.03% 123
2023
Q4 		$202K Buy
948
+529
+126% +$102K 0.02% 138
2023
Q3 		$79.2K Buy
+419
New +$83.5K 0.01% 194
2023
Q2 		– Sell
-1,210
Closed -$229K – 159
2023
Q1 		$229K Sell
1,210
-490
-29% -$95K 0.03% 138
2022
Q4 		$312K Hold
1,700
– – 0.04% 121
2022
Q3 		$291K Sell
1,700
-4
-0.2% -$755 0.04% 115
2022
Q2 		$300K Buy
1,704
+4
+0.2% +$772 0.04% 113
2022
Q1 		$361K Hold
1,700
– – 0.04% 106
2021
Q4 		$384K Buy
1,700
+490
+40% +$111K 0.04% 102
2021
Q3 		$0 Buy
+1,210
New +$269K ﹤0.01% 118

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RVW Wealth's VB Position: Q3 2026 in Review

RVW Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 850 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #169.

RVW Wealth first reported a position in VB in Q3 2021 and has held it in 20 quarters since. The position peaked at $421K in Q4 2024. 564 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • RVW Wealth held 850 shares of Vanguard Morningstar Small-Cap ETF worth $242K as of Q3 2026.
  • RVW Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #169 holding.
  • RVW Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • RVW Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $421K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.