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

Cardiff Park 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 		$1.33M Buy
4,398
+12
+0.3% +$3.44K 0.1% 96
2026
Q1 		$1.15M Buy
4,386
+15
+0.3% +$4.06K 0.09% 108
2025
Q4 		$1.13M Buy
4,371
+26
+0.6% +$6.66K 0.09% 113
2025
Q3 		$1.1M Buy
4,345
+125
+3% +$31K 0.08% 120
2025
Q2 		$1M Hold
4,220
– – 0.09% 119
2025
Q1 		$936K Sell
4,220
-1,438
-25% -$343K 0.09% 113
2024
Q4 		$1.36M Buy
5,658
+35
+0.6% +$8.61K 0.13% 83
2024
Q3 		$1.33M Buy
5,623
+20
+0.4% +$4.54K 0.12% 82
2024
Q2 		$1.22M Buy
5,603
+15
+0.3% +$3.29K 0.12% 88
2024
Q1 		$1.28M Buy
5,588
+230
+4% +$49.5K 0.12% 84
2023
Q4 		$1.14M Buy
5,358
+24
+0.4% +$4.62K 0.13% 86
2023
Q3 		$1.01M Sell
5,334
-961
-15% -$191K 0.13% 84
2023
Q2 		$1.25M Buy
6,295
+21
+0.3% +$3.97K 0.15% 78
2023
Q1 		$1.19M Buy
6,274
+54
+0.9% +$10.5K 0.16% 79
2022
Q4 		$1.14M Buy
6,220
+84
+1% +$15.6K 0.16% 80
2022
Q3 		$1.05M Buy
6,136
+463
+8% +$87.4K 0.16% 77
2022
Q2 		$999K Buy
5,673
+16
+0.3% +$3.09K 0.15% 82
2022
Q1 		$1.2M Sell
5,657
-659
-10% -$139K 0.17% 66
2021
Q4 		$1.43M Buy
+6,316
New +$1.44M 0.19% 59

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

Cardiff Park Advisors's VB Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.27% in Q2 2026, buying an estimated $3.44K and bringing the position to 4,398 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #96.

Cardiff Park Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cardiff Park Advisors held 4,398 shares of Vanguard Morningstar Small-Cap ETF worth $1.33M as of Q2 2026.
  • Cardiff Park Advisors bought 12 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Cardiff Park Advisors's portfolio in Q2 2026, its #96 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.43M in Q4 2021.
  • 2,482 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.