CacheTech Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

CacheTech Inc’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	$292K	Hold	963	–	–	0.05%	144
2026 Q1	$252K	Buy	+963	New	+$261K	0.05%	149
2025 Q3	–	Sell	-2,345	Closed	-$556K	–	209
2025 Q2	$556K	Sell	2,345 -2,825	-55%	-$630K	0.1%	95
2025 Q1	$1.15M	Sell	5,170 -2,396	-32%	-$572K	0.22%	64
2024 Q4	$1.82M	Buy	7,566 +3,000	+66%	+$738K	0.34%	55
2024 Q3	$1.08M	Buy	4,566 +1,414	+45%	+$321K	0.23%	56
2024 Q2	$687K	Buy	+3,152	New	+$692K	0.16%	67

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 22.96% 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

CacheTech Inc's VB Position: Q2 2026 in Review

CacheTech Inc held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 963 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #144.

CacheTech Inc first reported a position in VB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

CacheTech Inc held 963 shares of Vanguard Morningstar Small-Cap ETF worth $292K as of Q2 2026.
CacheTech Inc left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of CacheTech Inc's portfolio in Q2 2026, its #144 holding.
CacheTech Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
CacheTech Inc's Vanguard Morningstar Small-Cap ETF position peaked at $1.82M in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on CacheTech Inc's 13F filing for Q2 2026, filed 11 Aug 2026.