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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cahill Financial Advisors's VB Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.98% in Q1 2026, selling an estimated $19.5K and leaving 7,262 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #80.

Cahill Financial Advisors first reported a position in VB in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.16M in Q4 2023. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Cahill Financial Advisors held 7,262 shares of Vanguard Morningstar Small-Cap ETF worth $1.9M as of Q1 2026.
Cahill Financial Advisors sold 72 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $19.5K.
Vanguard Morningstar Small-Cap ETF made up 0.21% of Cahill Financial Advisors's portfolio in Q1 2026, its #80 holding.
Cahill Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 28 quarters since.
Cahill Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.16M in Q4 2023.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.