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Cassilly Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cassilly Financial Group’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 		$5.07M Buy
17,830
+3,429
+24% +$1.02M 3.41% 6
2026
Q2 		$4.37M Buy
14,401
+618
+4% +$177K 3.17% 7
2026
Q1 		$3.61M Buy
13,783
+405
+3% +$110K 3.13% 7
2025
Q4 		$3.45M Buy
+13,378
New +$3.43M 3.05% 8

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Cassilly Financial Group's VB Position: Q3 2026 in Review

Cassilly Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q3 2026, buying an estimated $1.02M and bringing the position to 17,830 shares worth $5.07M. The position accounts for 3.41% of the portfolio, ranked #6.

Cassilly Financial Group first reported a position in VB in Q4 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cassilly Financial Group held 17,830 shares of Vanguard Morningstar Small-Cap ETF worth $5.07M as of Q3 2026.
  • Cassilly Financial Group bought 3,429 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.02M.
  • Vanguard Morningstar Small-Cap ETF made up 3.41% of Cassilly Financial Group's portfolio in Q3 2026, its #6 holding.
  • Cassilly Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.