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Cambria Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cambria Investment 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
2026
Q1 		– Sell
-1,836
Closed -$474K – 730
2025
Q4 		$474K Buy
1,836
+863
+89% +$221K 0.03% 427
2025
Q3 		$247K Buy
+973
New +$241K 0.02% 480
2022
Q1 		– Sell
-24,344
Closed -$5.5M – 298
2021
Q4 		$5.5M Hold
24,344
– – 0.92% 18
2021
Q3 		$5.32M Sell
24,344
-469
-2% -$104K 0.97% 19
2021
Q2 		$5.59M Sell
24,813
-1,097
-4% -$243K 0.96% 17
2021
Q1 		$5.55M Sell
25,910
-470
-2% -$99K 1.1% 13
2020
Q4 		$5.13M Buy
+26,380
New +$4.65M 1.75% 15
2019
Q2 		– Sell
-1
Closed – – 300
2019
Q1 		$0 Buy
+1
New +$149 ﹤0.01% 306
2018
Q4 		– Sell
-34,180
Closed -$5.56M – 298
2018
Q3 		$5.56M Sell
34,180
-406
-1% -$65.7K 0.81% 30
2018
Q2 		$5.38M Buy
+34,586
New +$5.29M 0.8% 32
2017
Q3 		– Sell
-26,097
Closed -$3.54M – 221
2017
Q2 		$3.54M Buy
26,097
+1,377
+6% +$185K 0.76% 44
2017
Q1 		$3.29M Buy
24,720
+5,801
+31% +$768K 1.11% 15
2016
Q4 		$2.44M Buy
18,919
+13,527
+251% +$1.68M 1.02% 13
2016
Q3 		$659K Hold
5,392
– – 0.31% 132
2016
Q2 		$624K Buy
5,392
+3,595
+200% +$408K 0.29% 126
2016
Q1 		$200K Buy
+1,797
New +$186K 0.09% 162
2015
Q3 		– Sell
-8,095
Closed -$984K – 366
2015
Q2 		$984K Hold
8,095
– – 0.3% 131
2015
Q1 		$992 Sell
8,095
-3
-0% -$355 0.11% 127
2014
Q4 		$944K Buy
+8,098
New +$922K 0.34% 122

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cambria Investment Management's VB Position: Q1 2026 in Review

Cambria Investment Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,836 shares — an estimated $474K sold.

Cambria Investment Management first reported a position in VB in Q4 2014 and held it in 19 quarters. The position peaked at $5.59M in Q2 2021. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cambria Investment Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Cambria Investment Management sold 1,836 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $474K.
  • Cambria Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and held it in 19 quarters.
  • Cambria Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.59M in Q2 2021.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.