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Cedar Point Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cedar Point Capital Partners’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 		$435K Sell
1,434
-17
-1% -$4.87K 0.25% 48
2026
Q1 		$380K Sell
1,451
-18
-1% -$4.87K 0.25% 52
2025
Q4 		$379K Sell
1,469
-122
-8% -$31.3K 0.24% 49
2025
Q3 		$405K Sell
1,591
-11
-0.7% -$2.73K 0.27% 43
2025
Q2 		$380K Sell
1,602
-12
-0.7% -$2.68K 0.27% 44
2025
Q1 		$358K Buy
1,614
+145
+10% +$34.6K 0.24% 43
2024
Q4 		$353K Sell
1,469
-70
-5% -$17.2K 0.24% 43
2024
Q3 		$365K Sell
1,539
-26
-2% -$5.91K 0.25% 44
2024
Q2 		$341K Sell
1,565
-79
-5% -$17.3K 0.26% 43
2024
Q1 		$376K Sell
1,644
-125
-7% -$26.9K 0.29% 41
2023
Q4 		$377K Buy
+1,769
New +$341K 0.31% 40

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

Cedar Point Capital Partners's VB Position: Q2 2026 in Review

Cedar Point Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $4.87K and leaving 1,434 shares worth $435K. The position accounts for 0.25% of the portfolio, ranked #48.

Cedar Point Capital Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cedar Point Capital Partners held 1,434 shares of Vanguard Morningstar Small-Cap ETF worth $435K as of Q2 2026.
  • Cedar Point Capital Partners sold 17 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Cedar Point Capital Partners's portfolio in Q2 2026, its #48 holding.
  • Cedar Point Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.