Cahill Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cahill 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
2025 Q1	$872K	Sell	3,932 -94	-2%	-$22.4K	0.44%	26
2024 Q4	$967K	Sell	4,026 -7	-0.2%	-$1.72K	0.49%	26
2024 Q3	$957K	Buy	4,033 +5	+0.1%	+$1.14K	0.49%	26
2024 Q2	$878K	Hold	4,028	–	–	0.52%	25
2024 Q1	$921K	Sell	4,028 -53	-1%	-$11.4K	0.54%	26
2023 Q4	$871K	Sell	4,081 -355	-8%	-$68.4K	0.59%	26
2023 Q3	$839K	Sell	4,436 -34	-0.8%	-$6.77K	0.64%	23
2023 Q2	$889K	Sell	4,470 -79	-2%	-$14.9K	0.61%	23
2023 Q1	$862K	Sell	4,549 -144	-3%	-$27.9K	0.64%	24
2022 Q4	$953K	Sell	4,693 -3,179	-40%	-$589K	0.69%	23
2022 Q3	$1.34M	Sell	7,872 -663	-8%	-$125K	1.2%	15
2022 Q2	$1.5M	Sell	8,535 -1,595	-16%	-$308K	1.27%	13
2022 Q1	$2.15M	Buy	+10,130	New	+$2.13M	1.6%	11

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Cahill Wealth Management's VB Position: Q1 2025 in Review

Cahill Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q1 2025, selling an estimated $22.4K and leaving 3,932 shares worth $872K. The position accounts for 0.44% of the portfolio, ranked #26.

Cahill Wealth Management first reported a position in VB in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.15M in Q1 2022. 2,160 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Cahill Wealth Management held 3,932 shares of Vanguard Morningstar Small-Cap ETF worth $872K as of Q1 2025.
Cahill Wealth Management sold 94 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $22.4K.
Vanguard Morningstar Small-Cap ETF made up 0.44% of Cahill Wealth Management's portfolio in Q1 2025, its #26 holding.
Cahill Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.15M in Q1 2022.
2,160 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.