CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$3.82M	Buy	12,591 +516	+4%	+$148K	0.05%	117
2026 Q1	$3.16M	Buy	+12,075	New	+$3.27M	0.05%	117
2021 Q4	–	Sell	-4,755	Closed	-$1.04M	–	290
2021 Q3	$1.04M	Sell	4,755 -1,001	-17%	-$223K	0.04%	145
2021 Q2	$1.3M	Buy	+5,756	New	+$1.28M	0.05%	127
2015 Q3	–	Sell	-6,291	Closed	-$764K	–	158
2015 Q2	$764K	Buy	+6,291	New	+$773K	0.15%	81

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

CLA (CliftonLarsonAllen) Wealth Advisors's VB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q2 2026, buying an estimated $148K and bringing the position to 12,591 shares worth $3.82M. The position accounts for 0.05% of the portfolio, ranked #117.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VB in Q2 2015 and has held it in 5 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 12,591 shares of Vanguard Morningstar Small-Cap ETF worth $3.82M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 516 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $148K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #117 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2015 and has held it in 5 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.