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Cora Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Cora Capital 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
Q1 		$402K Hold
1,534
– – 0.13% 79
2025
Q4 		$396K Hold
1,534
– – 0.15% 73
2025
Q3 		$390K Sell
1,534
-60
-4% -$14.9K 0.17% 67
2025
Q2 		$378K Buy
+1,594
New +$356K 0.17% 68
2025
Q1 		– Sell
-900
Closed -$216K – 112
2024
Q4 		$216K Buy
+900
New +$221K 0.1% 96

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

Cora Capital Advisors's VB Position: Q1 2026 in Review

Cora Capital Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,534 shares worth $402K. The position accounts for 0.13% of the portfolio, ranked #79.

Cora Capital Advisors first reported a position in VB in Q4 2024 and has held it in 5 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cora Capital Advisors held 1,534 shares of Vanguard Small-Cap ETF worth $402K as of Q1 2026.
  • Cora Capital Advisors left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.13% of Cora Capital Advisors's portfolio in Q1 2026, its #79 holding.
  • Cora Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.