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Cannell & Spears’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cannell & Spears’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 		$1.06M Buy
3,488
+59
+2% +$16.9K 0.02% 249
2026
Q1 		$898K Buy
3,429
+445
+15% +$120K 0.02% 247
2025
Q4 		$770K Buy
2,984
+19
+0.6% +$4.87K 0.01% 261
2025
Q3 		$754K Buy
2,965
+28
+1% +$6.94K 0.01% 257
2025
Q2 		$696K Buy
2,937
+127
+5% +$28.3K 0.01% 253
2025
Q1 		$623K Buy
2,810
+66
+2% +$15.8K 0.01% 266
2024
Q4 		$659K Buy
2,744
+408
+17% +$100K 0.01% 269
2024
Q3 		$554K Sell
2,336
-247
-10% -$56.1K 0.01% 292
2024
Q2 		$563K Buy
2,583
+608
+31% +$134K 0.01% 262
2024
Q1 		$451K Buy
+1,975
New +$425K 0.01% 287
2021
Q2 		– Sell
-1,205
Closed -$258K – 249
2021
Q1 		$258K Hold
1,205
– – 0.02% 196
2020
Q4 		$235K Buy
+1,205
New +$213K 0.02% 207

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cannell & Spears's VB Position: Q2 2026 in Review

Cannell & Spears increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, buying an estimated $16.9K and bringing the position to 3,488 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #249.

Cannell & Spears first reported a position in VB in Q4 2020 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cannell & Spears held 3,488 shares of Vanguard Morningstar Small-Cap ETF worth $1.06M as of Q2 2026.
  • Cannell & Spears bought 59 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Cannell & Spears's portfolio in Q2 2026, its #249 holding.
  • Cannell & Spears first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 12 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.