CTA
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Chesley Taft & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Chesley Taft & Associates’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 		$12.1M Buy
39,904
+2,481
+7% +$711K 0.47% 54
2026
Q1 		$9.8M Sell
37,423
-945
-2% -$256K 0.41% 58
2025
Q4 		$9.9M Buy
38,368
+2,975
+8% +$762K 0.39% 59
2025
Q3 		$9M Buy
35,393
+94
+0.3% +$23.3K 0.38% 60
2025
Q2 		$8.37M Buy
35,299
+182
+0.5% +$40.6K 0.37% 64
2025
Q1 		$7.79M Sell
35,117
-211
-0.6% -$50.4K 0.38% 67
2024
Q4 		$8.49M Buy
35,328
+1,352
+4% +$333K 0.39% 60
2024
Q3 		$8.06M Buy
33,976
+1,960
+6% +$445K 0.38% 61
2024
Q2 		$6.98M Buy
32,016
+142
+0.4% +$31.2K 0.35% 65
2024
Q1 		$7.29M Buy
31,874
+450
+1% +$96.8K 0.37% 67
2023
Q4 		$6.7M Buy
31,424
+880
+3% +$170K 0.38% 64
2023
Q3 		$5.77M Buy
30,544
+1,440
+5% +$287K 0.37% 67
2023
Q2 		$5.79M Buy
29,104
+755
+3% +$143K 0.35% 69
2023
Q1 		$5.37M Buy
28,349
+790
+3% +$153K 0.35% 71
2022
Q4 		$5.06M Buy
27,559
+1,005
+4% +$186K 0.35% 74
2022
Q3 		$4.54M Buy
26,554
+145
+0.5% +$27.4K 0.33% 77
2022
Q2 		$4.65M Sell
26,409
-650
-2% -$126K 0.32% 77
2022
Q1 		$5.57M Buy
27,059
+695
+3% +$146K 0.33% 73
2021
Q4 		$5.96M Buy
26,364
+21
+0.1% +$4.77K 0.31% 79
2021
Q3 		$5.76M Buy
26,343
+100
+0.4% +$22.2K 0.33% 75
2021
Q2 		$5.91M Buy
26,243
+100
+0.4% +$22.2K 0.34% 74
2021
Q1 		$5.71M Buy
26,143
+1,570
+6% +$331K 0.34% 74
2020
Q4 		$4.78M Buy
24,573
+3,830
+18% +$676K 0.31% 76
2020
Q3 		$3.19M Sell
20,743
-2,590
-11% -$398K 0.23% 91
2020
Q2 		$3.4M Buy
23,333
+1,110
+5% +$149K 0.26% 85
2020
Q1 		$2.56M Sell
22,223
-6,550
-23% -$984K 0.23% 88
2019
Q4 		$4.77M Buy
28,773
+175
+0.6% +$27.9K 0.34% 74
2019
Q3 		$4.4M Sell
28,598
-750
-3% -$116K 0.34% 73
2019
Q2 		$4.6M Sell
29,348
-960
-3% -$148K 0.36% 72
2019
Q1 		$4.63M Buy
30,308
+125
+0.4% +$18.6K 0.39% 65
2018
Q4 		$3.98M Sell
30,183
-175
-0.6% -$25.5K 0.38% 67
2018
Q3 		$4.94M Buy
30,358
+1,430
+5% +$231K 0.39% 68
2018
Q2 		$4.5M Buy
28,928
+3,100
+12% +$474K 0.39% 70
2018
Q1 		$3.79M Buy
25,828
+192
+0.7% +$28.7K 0.34% 77
2017
Q4 		$3.79M Buy
25,636
+1,290
+5% +$187K 0.32% 80
2017
Q3 		$3.44M Buy
24,346
+1,833
+8% +$250K 0.3% 89
2017
Q2 		$3.05M Buy
22,513
+50
+0.2% +$6.7K 0.28% 91
2017
Q1 		$2.99M Sell
22,463
-90
-0.4% -$11.9K 0.28% 88
2016
Q4 		$2.91M Buy
22,553
+2,800
+14% +$348K 0.29% 86
2016
Q3 		$2.41M Hold
19,753
– – 0.24% 90
2016
Q2 		$2.29M Hold
19,753
– – 0.23% 94
2016
Q1 		$2.2M Buy
19,753
+100
+0.5% +$10.4K 0.23% 93
2015
Q4 		$2.17M Buy
19,653
+50
+0.3% +$5.67K 0.23% 100
2015
Q3 		$2.12M Buy
19,603
+1,950
+11% +$228K 0.23% 96
2015
Q2 		$2.14M Buy
17,653
+100
+0.6% +$12.3K 0.22% 100
2015
Q1 		$2.15M Buy
17,553
+400
+2% +$47.4K 0.22% 101
2014
Q4 		$2M Buy
17,153
+350
+2% +$39.8K 0.2% 109
2014
Q3 		$1.86M Sell
16,803
-700
-4% -$80.2K 0.19% 108
2014
Q2 		$2.05M Sell
17,503
-650
-4% -$72.7K 0.21% 107
2014
Q1 		$2.05M Buy
18,153
+500
+3% +$55.4K 0.22% 106
2013
Q4 		$1.94M Buy
17,653
+513
+3% +$54.6K 0.19% 121
2013
Q3 		$1.76M Buy
17,140
+500
+3% +$49.9K 0.19% 119
2013
Q2 		$1.56M Buy
+16,640
New +$1.54M 0.18% 119

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CAM
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CI
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AWM
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AC
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SCA
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FMP
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CCG
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PA
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IWA
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