Werba Rubin Papier Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Werba Rubin Papier 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
2026 Q2	$803K	Buy	2,650 +8	+0.3%	+$2.29K	0.1%	115
2026 Q1	$692K	Sell	2,642 -110	-4%	-$29.8K	0.1%	112
2025 Q4	$710K	Buy	2,752 +195	+8%	+$50K	0.19%	82
2025 Q3	$650K	Buy	2,557 +2	+0.1%	+$496	0.11%	103
2025 Q2	$605K	Buy	2,555 +3	+0.1%	+$669	0.11%	99
2025 Q1	$566K	Sell	2,552 -974	-28%	-$233K	0.12%	96
2024 Q4	$847K	Buy	3,526 +2	+0.1%	+$492	0.2%	70
2024 Q3	$836K	Buy	3,524 +553	+19%	+$126K	0.2%	72
2024 Q2	$648K	Sell	2,971 -1,528	-34%	-$336K	0.18%	73
2024 Q1	$1.03M	Sell	4,499 -38	-0.8%	-$8.17K	0.3%	45
2023 Q4	$968K	Sell	4,537 -114	-2%	-$22K	0.33%	37
2023 Q3	$879K	Sell	4,651 -369	-7%	-$73.5K	0.31%	43
2023 Q2	$998K	Sell	5,020 -55	-1%	-$10.4K	0.35%	35
2023 Q1	$962K	Hold	5,075	–	–	0.38%	34
2022 Q4	$931K	Buy	+5,075	New	+$941K	0.38%	30

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

Werba Rubin Papier Wealth Management's VB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q2 2026, buying an estimated $2.29K and bringing the position to 2,650 shares worth $803K. The position accounts for 0.1% of the portfolio, ranked #115.

Werba Rubin Papier Wealth Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2024. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Werba Rubin Papier Wealth Management held 2,650 shares of Vanguard Morningstar Small-Cap ETF worth $803K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 8 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.29K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #115 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.03M in Q1 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.