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

Cambridge Investment Research 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	$108M	Sell	355,964 -39,698	-10%	-$11.4M	0.24%	72
2026 Q1	$104M	Sell	395,662 -1,263	-0.3%	-$342K	0.27%	64
2025 Q4	$102M	Buy	396,925 +52,454	+15%	+$13.4M	0.27%	58
2025 Q3	$87.6M	Buy	344,471 +17,194	+5%	+$4.26M	0.24%	69
2025 Q2	$77.6M	Sell	327,277 -54,911	-14%	-$12.3M	0.24%	72
2025 Q1	$84.8M	Buy	382,188 +4,856	+1%	+$1.16M	0.29%	55
2024 Q4	$90.7M	Buy	377,332 +57,930	+18%	+$14.3M	0.3%	55
2024 Q3	$75.8M	Buy	319,402 +6,201	+2%	+$1.41M	0.26%	63
2024 Q2	$68.3M	Sell	313,201 -61,535	-16%	-$13.5M	0.25%	72
2024 Q1	$85.7M	Sell	374,736 -1,524	-0.4%	-$328K	0.33%	49
2023 Q4	$80.3M	Buy	376,260 +73,038	+24%	+$14.1M	0.34%	46
2023 Q3	$57.3M	Sell	303,222 -3,763	-1%	-$750K	0.27%	63
2023 Q2	$61.1M	Sell	306,985 -64,397	-17%	-$12.2M	0.28%	57
2023 Q1	$70.4M	Sell	371,382 -5,461	-1%	-$1.06M	0.35%	46
2022 Q4	$69.2M	Buy	376,843 +44,996	+14%	+$8.34M	0.36%	52
2022 Q3	$56.7M	Buy	331,847 +1,386	+0.4%	+$262K	0.32%	58
2022 Q2	$58.2M	Sell	330,461 -25,055	-7%	-$4.84M	0.31%	60
2022 Q1	$75.6M	Sell	355,516 -1,251	-0.4%	-$263K	0.35%	50
2021 Q4	$80.6M	Buy	356,767 +47,446	+15%	+$10.8M	0.36%	49
2021 Q3	$67.6M	Sell	309,321 -4,012	-1%	-$892K	0.33%	53
2021 Q2	$70.6M	Sell	313,333 -17,116	-5%	-$3.79M	0.34%	52
2021 Q1	$70.7M	Buy	330,449 +6,804	+2%	+$1.43M	0.38%	48
2020 Q4	$63M	Buy	323,645 +54,850	+20%	+$9.68M	0.37%	50
2020 Q3	$41.3M	Sell	268,795 -8,430	-3%	-$1.29M	0.28%	67
2020 Q2	$40.4M	Sell	277,225 -13,355	-5%	-$1.79M	0.3%	63
2020 Q1	$33.5M	Buy	290,580 +24,307	+9%	+$3.65M	0.32%	63
2019 Q4	$44.1M	Buy	266,273 +57,099	+27%	+$9.1M	0.34%	53
2019 Q3	$32.2M	Buy	209,174 +8,635	+4%	+$1.34M	0.28%	70
2019 Q2	$31.4M	Sell	200,539 -25,010	-11%	-$3.86M	0.29%	75
2019 Q1	$34.5M	Sell	225,549 -40,961	-15%	-$6.09M	0.33%	55
2018 Q4	$35.2M	Sell	266,510 -4,259	-2%	-$620K	0.39%	44
2018 Q3	$44M	Buy	270,769 +63,507	+31%	+$10.3M	0.42%	36
2018 Q2	$32.3M	Sell	207,262 -24,808	-11%	-$3.8M	0.34%	53
2018 Q1	$34.1M	Sell	232,070 -26,420	-10%	-$3.94M	0.38%	40
2017 Q4	$38.2M	Buy	258,490 +93,041	+56%	+$13.5M	0.45%	37
2017 Q3	$23.4M	Sell	165,449 -7,308	-4%	-$996K	0.31%	55
2017 Q2	$23.4M	Sell	172,757 -41,163	-19%	-$5.52M	0.34%	50
2017 Q1	$28.5M	Sell	213,920 -6,241	-3%	-$826K	0.49%	36
2016 Q4	$28.4M	Buy	220,161 +39,739	+22%	+$4.93M	0.53%	30
2016 Q3	$22M	Sell	180,422 -1,070	-0.6%	-$129K	0.41%	49
2016 Q2	$21M	Sell	181,492 -33,217	-15%	-$3.77M	0.44%	45
2016 Q1	$23.9M	Buy	214,709 +881	+0.4%	+$91.3K	0.54%	36
2015 Q4	$23.7M	Buy	213,828 +15,669	+8%	+$1.78M	0.56%	32
2015 Q3	$21.4M	Buy	198,159 +10,030	+5%	+$1.17M	0.61%	32
2015 Q2	$22.9M	Buy	188,129 +4,135	+2%	+$508K	0.63%	27
2015 Q1	$22.6M	Buy	183,994 +33,343	+22%	+$3.95M	0.64%	25
2014 Q4	$17.6M	Buy	150,651 +41,338	+38%	+$4.71M	0.54%	36
2014 Q3	$12.1M	Buy	109,313 +2,683	+3%	+$307K	0.36%	54
2014 Q2	$12.5M	Sell	106,630 -40,624	-28%	-$4.55M	0.44%	45
2014 Q1	$16.6M	Buy	147,254 +8,603	+6%	+$953K	0.63%	34
2013 Q4	$15.2M	Buy	138,651 +28,169	+25%	+$3M	0.62%	31
2013 Q3	$11.3M	Buy	110,482 +6,151	+6%	+$613K	0.5%	42
2013 Q2	$9.78M	Buy	+104,331	New	+$9.65M	0.5%	45

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 Investment Research Advisors's VB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, selling an estimated $11.4M and leaving 355,964 shares worth $108M. The position accounts for 0.24% of the portfolio, ranked #72.

Cambridge Investment Research Advisors first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cambridge Investment Research Advisors held 355,964 shares of Vanguard Morningstar Small-Cap ETF worth $108M as of Q2 2026.
Cambridge Investment Research Advisors sold 39,698 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.4M.
Vanguard Morningstar Small-Cap ETF made up 0.24% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #72 holding.
Cambridge Investment Research Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.