Cedar Mountain Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cedar Mountain 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	$3.64K	Buy	12 +7	+140%	+$2.01K	﹤0.01%	769
2026 Q1	$1.31K	Hold	5	–	–	﹤0.01%	873
2025 Q4	$1.29K	Hold	5	–	–	﹤0.01%	466
2025 Q3	$1.27K	Hold	5	–	–	﹤0.01%	484
2025 Q2	$1.19K	Hold	5	–	–	﹤0.01%	318
2025 Q1	$1.11K	Hold	5	–	–	﹤0.01%	303
2024 Q4	$1.2K	Hold	5	–	–	﹤0.01%	327
2024 Q3	$1.19K	Hold	5	–	–	﹤0.01%	300
2024 Q2	$1.09K	Hold	5	–	–	﹤0.01%	296
2024 Q1	$1.14K	Hold	5	–	–	﹤0.01%	300
2023 Q4	$1.07K	Hold	5	–	–	﹤0.01%	285
2023 Q3	$945	Hold	5	–	–	﹤0.01%	275
2023 Q2	$994	Hold	5	–	–	﹤0.01%	264
2023 Q1	$948	Hold	5	–	–	﹤0.01%	267
2022 Q4	$918	Hold	5	–	–	﹤0.01%	268
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	287
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	288
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	298
2021 Q4	$1K	Buy	+5	New	+$1.14K	﹤0.01%	297

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

Cedar Mountain Advisors's VB Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 140% in Q2 2026, buying an estimated $2.01K and bringing the position to 12 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Cedar Mountain Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cedar Mountain Advisors held 12 shares of Vanguard Morningstar Small-Cap ETF worth $3.64K as of Q2 2026.
Cedar Mountain Advisors bought 7 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.01K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #769 holding.
Cedar Mountain Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.