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Cahill Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cahill Financial 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
Q2 		$2.11M Sell
6,964
-298
-4% -$85.4K 0.2% 81
2026
Q1 		$1.9M Sell
7,262
-72
-1% -$19.5K 0.21% 80
2025
Q4 		$1.89M Sell
7,334
-264
-3% -$67.6K 0.21% 80
2025
Q3 		$1.93M Sell
7,598
-357
-4% -$88.5K 0.22% 78
2025
Q2 		$1.89M Sell
7,955
-242
-3% -$54K 0.23% 77
2025
Q1 		$1.82M Sell
8,197
-397
-5% -$94.8K 0.25% 70
2024
Q4 		$2.06M Buy
8,594
+269
+3% +$66.2K 0.28% 69
2024
Q3 		$1.97M Sell
8,325
-711
-8% -$162K 0.27% 68
2024
Q2 		$1.97M Sell
9,036
-175
-2% -$38.4K 0.27% 71
2024
Q1 		$2.11M Sell
9,211
-911
-9% -$196K 0.29% 69
2023
Q4 		$2.16M Buy
10,122
+303
+3% +$58.4K 0.32% 65
2023
Q3 		$1.86M Buy
9,819
+16
+0.2% +$3.19K 0.31% 69
2023
Q2 		$1.95M Buy
9,803
+936
+11% +$177K 0.32% 66
2023
Q1 		$1.68M Buy
8,867
+408
+5% +$79.1K 0.3% 73
2022
Q4 		$1.55M Sell
8,459
-1,382
-14% -$256K 0.3% 76
2022
Q3 		$1.68M Buy
9,841
+1,026
+12% +$194K 0.35% 70
2022
Q2 		$1.55M Sell
8,815
-704
-7% -$136K 0.33% 70
2022
Q1 		$2.02M Buy
9,519
+339
+4% +$71.4K 0.38% 62
2021
Q4 		$2.08M Buy
9,180
+61
+0.7% +$13.9K 0.4% 62
2021
Q3 		$1.99M Buy
9,119
+67
+0.7% +$14.9K 0.41% 60
2021
Q2 		$2.04M Sell
9,052
-777
-8% -$172K 0.46% 52
2021
Q1 		$2.1M Buy
9,829
+1,209
+14% +$255K 0.51% 49
2020
Q4 		$1.68M Buy
8,620
+135
+2% +$23.8K 0.42% 54
2020
Q3 		$1.3M Buy
8,485
+4
+0% +$614 0.47% 52
2020
Q2 		$1.24M Buy
+8,481
New +$1.14M 0.48% 53
2020
Q1 		– Sell
-1,362
Closed -$226K – 163
2019
Q4 		$226K Buy
1,362
+39
+3% +$6.21K 0.08% 149
2019
Q3 		$204K Buy
1,323
+7
+0.5% +$1.08K 0.08% 151
2019
Q2 		$207K Buy
+1,316
New +$203K 0.08% 149
2018
Q3 		– Sell
-1,911
Closed -$298K – 160
2018
Q2 		$298K Buy
+1,911
New +$292K 0.14% 130

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 22.9% 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

Cahill Financial Advisors's VB Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.1% in Q2 2026, selling an estimated $85.4K and leaving 6,964 shares worth $2.11M. The position accounts for 0.2% of the portfolio, ranked #81.

Cahill Financial Advisors first reported a position in VB in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.16M in Q4 2023. 2,485 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cahill Financial Advisors held 6,964 shares of Vanguard Morningstar Small-Cap ETF worth $2.11M as of Q2 2026.
  • Cahill Financial Advisors sold 298 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $85.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of Cahill Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 29 quarters since.
  • Cahill Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.16M in Q4 2023.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.