Cardiff Park Advisors
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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
Q3 		$1.38M Buy
4,860
+462
+11% +$138K 0.1% 99
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Cardiff Park Advisors's VB Position: Q3 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q3 2026, buying an estimated $138K and bringing the position to 4,860 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #99.

Cardiff Park Advisors first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2021. 1,850 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cardiff Park Advisors held 4,860 shares of Vanguard Morningstar Small-Cap ETF worth $1.38M as of Q3 2026.
  • Cardiff Park Advisors bought 462 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $138K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Cardiff Park Advisors's portfolio in Q3 2026, its #99 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Cardiff Park Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.43M in Q4 2021.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.