Center For Asset Management
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Center For Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Center For Asset 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
Q3 		$273K Sell
961
-1,115
-54% -$332K 0.12% 149
2026
Q2 		$629K Buy
2,076
+66
+3% +$18.9K 0.28% 80
2026
Q1 		$527K Sell
2,010
-542
-21% -$147K 0.26% 78
2025
Q4 		$658K Sell
2,552
-14
-0.5% -$3.59K 0.34% 69
2025
Q3 		$653K Buy
2,566
+578
+29% +$143K 0.35% 64
2025
Q2 		$477K Sell
1,988
-774
-28% -$173K 0.29% 71
2025
Q1 		$612K Buy
2,762
+749
+37% +$179K 0.37% 61
2024
Q4 		$484K Buy
2,013
+107
+6% +$26.3K 0.31% 66
2024
Q3 		$452K Buy
1,906
+223
+13% +$50.7K 0.27% 82
2024
Q2 		$367K Buy
+1,683
New +$370K 0.24% 92
2022
Q3 		– Sell
-1,271
Closed -$224K – 115
2022
Q2 		$224K Sell
1,271
-2,057
-62% -$397K 0.21% 99
2022
Q1 		$707K Sell
3,328
-100
-3% -$21.1K 0.55% 40
2021
Q4 		$775K Sell
3,428
-747
-18% -$170K 0.57% 39
2021
Q3 		$913K Sell
4,175
-36
-0.9% -$8K 0.77% 35
2021
Q2 		$949K Sell
4,211
-307
-7% -$68K 0.82% 35
2021
Q1 		$967K Sell
4,518
-570
-11% -$120K 0.93% 28
2020
Q4 		$991K Buy
+5,088
New +$898K 0.99% 28

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Center For Asset Management's VB Position: Q3 2026 in Review

Center For Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 54% in Q3 2026, selling an estimated $332K and leaving 961 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #149.

Center For Asset Management first reported a position in VB in Q4 2020 and has held it in 17 quarters since. The position peaked at $991K in Q4 2020. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Center For Asset Management held 961 shares of Vanguard Morningstar Small-Cap ETF worth $273K as of Q3 2026.
  • Center For Asset Management sold 1,115 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $332K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Center For Asset Management's portfolio in Q3 2026, its #149 holding.
  • Center For Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • Center For Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $991K in Q4 2020.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Center For Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.