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

Cambridge Capital 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 Q2	$8.05M	Buy	26,554 +234	+0.9%	+$67.1K	3.06%	11
2026 Q1	$6.89M	Buy	26,320 +2,387	+10%	+$646K	2.97%	11
2025 Q4	$6.17M	Buy	23,933 +1,166	+5%	+$299K	2.77%	11
2025 Q3	$5.79M	Buy	22,767 +979	+4%	+$243K	2.78%	11
2025 Q2	$5.16M	Buy	21,788 +673	+3%	+$150K	2.77%	10
2025 Q1	$4.68M	Buy	21,115 +2,758	+15%	+$659K	2.96%	9
2024 Q4	$4.41M	Buy	18,357 +807	+5%	+$199K	2.83%	10
2024 Q3	$4.16M	Sell	17,550 -99	-0.6%	-$22.5K	2.74%	10
2024 Q2	$3.85M	Buy	17,649 +3,636	+26%	+$798K	2.85%	8
2024 Q1	$3.2M	Buy	14,013 +401	+3%	+$86.3K	2.51%	8
2023 Q4	$2.9M	Buy	+13,612	New	+$2.62M	2.46%	8

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Capital Management's VB Position: Q2 2026 in Review

Cambridge Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.89% in Q2 2026, buying an estimated $67.1K and bringing the position to 26,554 shares worth $8.05M. The position accounts for 3.06% of the portfolio, ranked #11.

Cambridge Capital Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cambridge Capital Management held 26,554 shares of Vanguard Morningstar Small-Cap ETF worth $8.05M as of Q2 2026.
Cambridge Capital Management bought 234 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $67.1K.
Vanguard Morningstar Small-Cap ETF made up 3.06% of Cambridge Capital Management's portfolio in Q2 2026, its #11 holding.
Cambridge Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.