Canandaigua National Corp’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Canandaigua National Corp’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	$12.2M	Buy	+46,569	New	+$12.6M	1.09%	17

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Canandaigua National Corp's VB Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026: 46,569 shares worth $12.2M. The stake represents 1.09% of the portfolio and ranks #17 among its holdings.

2,393 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Canandaigua National Corp held 46,569 shares of Vanguard Morningstar Small-Cap ETF worth $12.2M as of Q1 2026.
Vanguard Morningstar Small-Cap ETF was a new Canandaigua National Corp position in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 1.09% of Canandaigua National Corp's portfolio in Q1 2026, its #17 holding.
2,393 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.