Cardinal Point Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cardinal Point Capital Management’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	$345K	Sell	1,139 -216	-16%	-$61.9K	0.02%	220
2026 Q1	$355K	Buy	+1,355	New	+$367K	0.02%	210
2025 Q2	–	Sell	-907	Closed	-$201K	–	250
2025 Q1	$201K	Buy	+907	New	+$217K	0.02%	178

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

Cardinal Point Capital Management's VB Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, selling an estimated $61.9K and leaving 1,139 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #220.

Cardinal Point Capital Management first reported a position in VB in Q1 2025 and has held it in 3 quarters since. The position peaked at $355K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cardinal Point Capital Management held 1,139 shares of Vanguard Morningstar Small-Cap ETF worth $345K as of Q2 2026.
Cardinal Point Capital Management sold 216 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $61.9K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #220 holding.
Cardinal Point Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
Cardinal Point Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $355K in Q1 2026.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.