Cherrydale Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cherrydale Wealth 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 Q2	$279K	Hold	921	–	–	0.07%	67
2026 Q1	$241K	Hold	921	–	–	0.07%	63
2025 Q4	$238K	Sell	921 -4,191	-82%	-$1.07M	0.07%	66
2025 Q3	$1.3M	Sell	5,112 -508	-9%	-$126K	0.41%	27
2025 Q2	$1.33M	Buy	5,620 +694	+14%	+$155K	0.46%	27
2025 Q1	$1.09M	Buy	4,926 +21	+0.4%	+$5.01K	0.43%	24
2024 Q4	$1.18M	Buy	4,905 +32	+0.7%	+$7.87K	0.46%	23
2024 Q3	$1.16M	Buy	4,873 +19	+0.4%	+$4.32K	0.47%	22
2024 Q2	$1.06M	Sell	4,854 -519	-10%	-$114K	0.46%	23
2024 Q1	$1.23M	Sell	5,373 -1,976	-27%	-$425K	0.57%	21
2023 Q4	$1.57M	Buy	7,349 +137	+2%	+$26.4K	0.82%	17
2023 Q3	$1.36M	Buy	+7,212	New	+$1.44M	0.81%	17

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

Cherrydale Wealth Management's VB Position: Q2 2026 in Review

Cherrydale Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 921 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #67.

Cherrydale Wealth Management first reported a position in VB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q4 2023. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cherrydale Wealth Management held 921 shares of Vanguard Morningstar Small-Cap ETF worth $279K as of Q2 2026.
Cherrydale Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Cherrydale Wealth Management's portfolio in Q2 2026, its #67 holding.
Cherrydale Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Cherrydale Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.57M in Q4 2023.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.