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

Cambridge 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	$9.59M	Hold	31,646	–	–	1.65%	13
2026 Q1	$8.29M	Sell	31,646 -700	-2%	-$189K	1.61%	15
2025 Q4	$8.34M	Buy	32,346 +450	+1%	+$115K	1.59%	15
2025 Q3	$8.11M	Sell	31,896 -1,140	-3%	-$283K	1.58%	16
2025 Q2	$7.83M	Buy	33,036 +5,000	+18%	+$1.12M	1.64%	14
2025 Q1	$6.22M	Hold	28,036	–	–	1.36%	19
2024 Q4	$6.74M	Sell	28,036 -3,164	-10%	-$779K	1.5%	16
2024 Q3	$7.4M	Buy	31,200 +1,450	+5%	+$329K	1.62%	15
2024 Q2	$6.49M	Sell	29,750 -210	-0.7%	-$46.1K	1.51%	16
2024 Q1	$6.85M	Hold	29,960	–	–	1.61%	14
2023 Q4	$6.39M	Hold	29,960	–	–	1.61%	13
2023 Q3	$5.66M	Sell	29,960 -500	-2%	-$99.6K	1.52%	14
2023 Q2	$6.06M	Buy	30,460 +1,500	+5%	+$283K	1.55%	13
2023 Q1	$5.49M	Sell	28,960 -500	-2%	-$97K	1.41%	15
2022 Q4	$5.41M	Hold	29,460	–	–	1.45%	15
2022 Q3	$5.04M	Sell	29,460 -1,115	-4%	-$211K	1.44%	15
2022 Q2	$5.38M	Buy	30,575 +1,400	+5%	+$270K	1.47%	14
2022 Q1	$6.2M	Buy	29,175 +400	+1%	+$84.2K	1.48%	13
2021 Q4	$6.5M	Buy	28,775 +450	+2%	+$102K	1.47%	13
2021 Q3	$6.19M	Buy	28,325 +900	+3%	+$200K	1.51%	11
2021 Q2	$6.18M	Hold	27,425	–	–	1.49%	12
2021 Q1	$5.87M	Sell	27,425 -2,250	-8%	-$474K	1.5%	13
2020 Q4	$5.78M	Sell	29,675 -2,160	-7%	-$381K	1.56%	13
2020 Q3	$4.9M	Hold	31,835	–	–	1.44%	13
2020 Q2	$4.64M	Buy	31,835 +1,175	+4%	+$158K	1.45%	12
2020 Q1	$3.54M	Buy	30,660 +1,400	+5%	+$210K	1.29%	14
2019 Q4	$4.85M	Buy	29,260 +715	+3%	+$114K	1.48%	13
2019 Q3	$4.39M	Sell	28,545 -600	-2%	-$93K	1.45%	12
2019 Q2	$4.57M	Sell	29,145 -1,000	-3%	-$155K	1.51%	12
2019 Q1	$4.61M	Hold	30,145	–	–	1.57%	12
2018 Q4	$3.98M	Buy	30,145 +2,800	+10%	+$408K	1.48%	12
2018 Q3	$4.45M	Sell	27,345 -957	-3%	-$155K	1.5%	13
2018 Q2	$4.41M	Hold	28,302	–	–	1.56%	11
2018 Q1	$4.16M	Hold	28,302	–	–	1.49%	11
2017 Q4	$4.18M	Hold	28,302	–	–	1.51%	11
2017 Q3	$4M	Hold	28,302	–	–	1.54%	11
2017 Q2	$3.84M	Hold	28,302	–	–	1.55%	12
2017 Q1	$3.77M	Sell	28,302 -1,600	-5%	-$212K	1.56%	13
2016 Q4	$3.86M	Hold	29,902	–	–	1.7%	11
2016 Q3	$3.65M	Hold	29,902	–	–	1.62%	11
2016 Q2	$3.46M	Sell	29,902 -550	-2%	-$62.5K	1.58%	12
2016 Q1	$3.4M	Buy	30,452 +2,800	+10%	+$290K	1.58%	12
2015 Q4	$3.06M	Hold	27,652	–	–	1.73%	9
2015 Q3	$2.98M	Hold	27,652	–	–	1.76%	9
2015 Q2	$3.36M	Buy	27,652 +2,255	+9%	+$277K	1.89%	8
2015 Q1	$3.11M	Buy	25,397 +3,155	+14%	+$374K	1.81%	11
2014 Q4	$2.6M	Buy	+22,242	New	+$2.53M	1.59%	14

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

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cambridge Advisors's VB Position: Q2 2026 in Review

Cambridge Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 31,646 shares worth $9.59M. The position accounts for 1.65% of the portfolio, ranked #13.

Cambridge Advisors first reported a position in VB in Q4 2014 and has held it in 47 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cambridge Advisors held 31,646 shares of Vanguard Morningstar Small-Cap ETF worth $9.59M as of Q2 2026.
Cambridge Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 1.65% of Cambridge Advisors's portfolio in Q2 2026, its #13 holding.
Cambridge Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.