RWP
VB icon

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

RWA Wealth Partners’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 		$13.4M Buy
44,329
+7,011
+19% +$2.01M 0.13% 96
2026
Q1 		$9.77M Buy
37,318
+2,242
+6% +$607K 0.11% 104
2025
Q4 		$9.05M Sell
35,076
-3,602
-9% -$923K 0.1% 113
2025
Q3 		$9.83M Sell
38,678
-380
-1% -$94.2K 0.11% 112
2025
Q2 		$9.26M Buy
39,058
+822
+2% +$183K 0.12% 110
2025
Q1 		$8.48M Buy
38,236
+2,107
+6% +$503K 0.11% 113
2024
Q4 		$8.68M Buy
36,129
+4,003
+12% +$985K 0.11% 108
2024
Q3 		$7.62M Buy
32,126
+3,242
+11% +$737K 0.1% 114
2024
Q2 		$6.3M Buy
28,884
+532
+2% +$117K 0.08% 129
2024
Q1 		$6.48M Buy
28,352
+9,446
+50% +$2.03M 0.09% 128
2023
Q4 		$4.03M Buy
18,906
+9,136
+94% +$1.76M 0.06% 151
2023
Q3 		$1.85M Buy
9,770
+377
+4% +$75.1K 0.04% 141
2023
Q2 		$1.87M Buy
9,393
+7,971
+561% +$1.51M 0.04% 133
2023
Q1 		$270K Buy
1,422
+354
+33% +$68.7K 0.01% 220
2022
Q4 		$206K Sell
1,068
-395
-27% -$73.2K 0.01% 247
2022
Q3 		$250K Buy
1,463
+46
+3% +$8.69K 0.02% 216
2022
Q2 		$250K Sell
1,417
-45
-3% -$8.69K 0.02% 211
2022
Q1 		$311K Sell
1,462
-68
-4% -$14.3K 0.02% 202
2021
Q4 		$346K Hold
1,530
– – 0.02% 197
2021
Q3 		$335K Hold
1,530
– – 0.03% 196
2021
Q2 		$345K Sell
1,530
-10
-0.6% -$2.22K 0.03% 195
2021
Q1 		$330K Sell
1,540
-135
-8% -$28.4K 0.03% 189
2020
Q4 		$326K Sell
1,675
-34
-2% -$6K 0.03% 187
2020
Q3 		$263K Sell
1,709
-256
-13% -$39.3K 0.03% 183
2020
Q2 		$286K Buy
+1,965
New +$264K 0.04% 176
2018
Q4 		– Sell
-1,575
Closed -$256K – 246
2018
Q3 		$256K Buy
1,575
+103
+7% +$16.7K 0.03% 198
2018
Q2 		$229K Buy
1,472
+621
+73% +$95K 0.03% 220
2018
Q1 		$125K Buy
+851
New +$127K 0.02% 242

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

RWA Wealth Partners's VB Position: Q2 2026 in Review

RWA Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, buying an estimated $2.01M and bringing the position to 44,329 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #96.

RWA Wealth Partners first reported a position in VB in Q1 2018 and has held it in 28 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • RWA Wealth Partners held 44,329 shares of Vanguard Morningstar Small-Cap ETF worth $13.4M as of Q2 2026.
  • RWA Wealth Partners bought 7,011 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.01M.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of RWA Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • RWA Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.