Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Small-Cap ETF VB Stock Holding History

Cetera Investment Advisers’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
Q1 		$322M Buy
1,230,968
+62,668
+5% +$17M 0.34% 50
2025
Q4 		$301M Buy
1,168,300
+61,529
+6% +$15.8M 0.33% 50
2025
Q3 		$281M Buy
1,106,771
+449,369
+68% +$111M 0.33% 49
2025
Q2 		$156M Buy
657,402
+70,144
+12% +$15.6M 0.26% 75
2025
Q1 		$130M Buy
587,258
+60,018
+11% +$14.3M 0.25% 79
2024
Q4 		$127M Buy
527,240
+35,104
+7% +$8.64M 0.26% 68
2024
Q3 		$117M Buy
492,136
+7,571
+2% +$1.72M 0.26% 78
2024
Q2 		$106M Buy
484,565
+2,497
+0.5% +$548K 0.24% 81
2024
Q1 		$110M Buy
482,068
+346,493
+256% +$74.5M 0.26% 78
2023
Q4 		$28.9M Sell
135,575
-38,432
-22% -$7.4M 0.24% 75
2023
Q3 		$32.9M Buy
174,007
+2,535
+1% +$505K 0.28% 63
2023
Q2 		$34.1M Buy
171,472
+6,873
+4% +$1.3M 0.29% 59
2023
Q1 		$31.2M Sell
164,599
-2,674
-2% -$519K 0.27% 65
2022
Q4 		$30.7M Buy
167,273
+69,229
+71% +$12.8M 0.28% 67
2022
Q3 		$16.8M Buy
98,044
+4,535
+5% +$856K 0.33% 58
2022
Q2 		$16.5M Buy
93,509
+2,201
+2% +$425K 0.26% 78
2022
Q1 		$19.4M Buy
91,308
+3,612
+4% +$760K 0.28% 71
2021
Q4 		$19.8M Buy
87,696
+6,555
+8% +$1.49M 0.28% 65
2021
Q3 		$17.7M Buy
81,141
+780
+1% +$173K 0.28% 73
2021
Q2 		$18.1M Buy
80,361
+8,614
+12% +$1.91M 0.29% 71
2021
Q1 		$15.4M Sell
71,747
-2,186
-3% -$461K 0.3% 66
2020
Q4 		$14.4M Buy
73,933
+21,292
+40% +$3.76M 0.28% 77
2020
Q3 		$8.1M Sell
52,641
-679
-1% -$104K 0.66% 26
2020
Q2 		$7.77M Buy
53,320
+6,143
+13% +$825K 0.72% 25
2020
Q1 		$3.36M Buy
47,177
+7,031
+18% +$1.06M 0.41% 61
2019
Q4 		$6.64M Sell
40,146
-843
-2% -$134K 0.67% 30
2019
Q3 		$6.3M Buy
40,989
+69
+0.2% +$10.7K 0.77% 25
2019
Q2 		$6.41M Buy
40,920
+6,661
+19% +$1.03M 0.83% 22
2019
Q1 		$5.24M Sell
34,259
-869
-2% -$129K 0.74% 25
2018
Q4 		$4.64M Buy
35,128
+1,334
+4% +$194K 0.76% 21
2018
Q3 		$5.49M Sell
33,794
-3,455
-9% -$559K 0.79% 22
2018
Q2 		$5.8M Sell
37,249
-1,268
-3% -$194K 1.02% 18
2018
Q1 		$5.66M Sell
38,517
-1,759
-4% -$263K 1.06% 15
2017
Q4 		$5.96M Buy
40,276
+12,283
+44% +$1.78M 1.09% 12
2017
Q3 		$3.97M Sell
27,993
-145
-0.5% -$19.8K 0.88% 17
2017
Q2 		$3.82M Buy
28,138
+586
+2% +$78.5K 0.94% 18
2017
Q1 		$3.68M Buy
27,552
+3,089
+13% +$409K 1.02% 16
2016
Q4 		$3.17M Buy
24,463
+1,652
+7% +$205K 1.06% 17
2016
Q3 		$2.78M Buy
22,811
+740
+3% +$89.5K 1.2% 16
2016
Q2 		$2.56M Sell
22,071
-2,870
-12% -$326K 1% 21
2016
Q1 		$2.77M Buy
24,941
+853
+4% +$88.3K 1.2% 18
2015
Q4 		$2.67M Buy
+24,088
New +$2.73M 1.22% 17

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers's VB Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vanguard Small-Cap ETF (VB) stake by 5.4% in Q1 2026, buying an estimated $17M and bringing the position to 1,230,968 shares worth $322M. The position accounts for 0.34% of the portfolio, ranked #50.

Cetera Investment Advisers first reported a position in VB in Q4 2015 and has held it in 42 quarters since. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cetera Investment Advisers held 1,230,968 shares of Vanguard Small-Cap ETF worth $322M as of Q1 2026.
  • Cetera Investment Advisers bought 62,668 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $17M.
  • Vanguard Small-Cap ETF made up 0.34% of Cetera Investment Advisers's portfolio in Q1 2026, its #50 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.