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

Cadent 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
2026
Q3 		$629K Sell
2,212
-4,499
-67% -$1.34M 0.13% 101
2026
Q2 		$2.03M Sell
6,711
-598
-8% -$171K 0.42% 68
2026
Q1 		$1.91M Sell
7,309
-7,898
-52% -$2.14M 0.5% 46
2025
Q4 		$3.92M Buy
15,207
+173
+1% +$44.3K 1.01% 29
2025
Q3 		$3.82M Sell
15,034
-9,156
-38% -$2.27M 1.01% 27
2025
Q2 		$5.73M Buy
24,190
+218
+0.9% +$48.6K 1.84% 14
2025
Q1 		$5.32M Sell
23,972
-1,053
-4% -$251K 1.89% 13
2024
Q4 		$6.01M Buy
25,025
+210
+0.8% +$51.7K 2.08% 13
2024
Q3 		$5.89M Buy
24,815
+1,120
+5% +$254K 1.81% 15
2024
Q2 		$5.17M Sell
23,695
-38
-0.2% -$8.35K 2.06% 14
2024
Q1 		$5.43M Buy
23,733
+17
+0.1% +$3.66K 2.16% 14
2023
Q4 		$5.06M Buy
23,716
+258
+1% +$49.7K 2.49% 11
2023
Q3 		$4.44M Buy
+23,458
New +$4.67M 1.84% 17
2022
Q1 		– Sell
-3,682
Closed -$832K – 149
2021
Q4 		$832K Buy
3,682
+250
+7% +$56.8K 0.37% 45
2021
Q3 		$750K Buy
3,432
+580
+20% +$129K 0.33% 51
2021
Q2 		$642K Buy
2,852
+1,156
+68% +$256K 0.27% 58
2021
Q1 		$363K Buy
+1,696
New +$357K 0.16% 80

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Cadent Capital Advisors's VB Position: Q3 2026 in Review

Cadent Capital Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 67% in Q3 2026, selling an estimated $1.34M and leaving 2,212 shares worth $629K. The position accounts for 0.13% of the portfolio, ranked #101.

Cadent Capital Advisors first reported a position in VB in Q1 2021 and has held it in 17 quarters since. The position peaked at $6.01M in Q4 2024. 247 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cadent Capital Advisors held 2,212 shares of Vanguard Morningstar Small-Cap ETF worth $629K as of Q3 2026.
  • Cadent Capital Advisors sold 4,499 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.34M.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Cadent Capital Advisors's portfolio in Q3 2026, its #101 holding.
  • Cadent Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • Cadent Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $6.01M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.