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CRA Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

CRA Financial Services’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 		$12.9M Sell
49,303
-2,584
-5% -$699K 1.68% 17
2025
Q4 		$13.4M Sell
51,887
-11,377
-18% -$2.91M 1.75% 16
2025
Q3 		$16.1M Buy
63,264
+1,254
+2% +$311K 2.2% 12
2025
Q2 		$14.7M Buy
62,010
+1,726
+3% +$385K 2.25% 10
2025
Q1 		$13.4M Buy
60,284
+1,925
+3% +$460K 2.29% 10
2024
Q4 		$14M Buy
58,359
+507
+0.9% +$125K 2.41% 11
2024
Q3 		$13.7M Buy
57,852
+1,932
+3% +$439K 2.52% 10
2024
Q2 		$12.2M Buy
55,920
+1,342
+2% +$295K 2.46% 11
2024
Q1 		$12.5M Buy
54,578
+2,086
+4% +$449K 2.71% 9
2023
Q4 		$11.2M Sell
52,492
-520
-1% -$100K 2.74% 9
2023
Q3 		$10M Buy
53,012
+1,397
+3% +$278K 2.76% 9
2023
Q2 		$10.3M Buy
51,615
+1,919
+4% +$363K 2.77% 9
2023
Q1 		$9.42M Buy
49,696
+952
+2% +$185K 2.8% 9
2022
Q4 		$8.95M Buy
48,744
+5,412
+12% +$1M 2.93% 8
2022
Q3 		$7.41M Buy
43,332
+1,550
+4% +$293K 2.66% 9
2022
Q2 		$7.36M Buy
41,782
+3,007
+8% +$581K 2.52% 10
2022
Q1 		$8.24M Buy
38,775
+147
+0.4% +$30.9K 2.48% 11
2021
Q4 		$8.73M Sell
38,628
-160
-0.4% -$36.4K 2.6% 10
2021
Q3 		$8.48M Sell
38,788
-355
-0.9% -$78.9K 2.87% 9
2021
Q2 		$8.82M Sell
39,143
-18
-0% -$3.99K 3.07% 9
2021
Q1 		$8.38M Buy
39,161
+42
+0.1% +$8.85K 3.24% 8
2020
Q4 		$7.62M Sell
39,119
-807
-2% -$142K 3.2% 9
2020
Q3 		$6.14M Sell
39,926
-1,336
-3% -$205K 2.93% 8
2020
Q2 		$6.01M Sell
41,262
-3,015
-7% -$405K 3.18% 7
2020
Q1 		$5.11M Sell
44,277
-1,652
-4% -$248K 3.27% 6
2019
Q4 		$7.61M Sell
45,929
-591
-1% -$94.1K 4.15% 5
2019
Q3 		$7.16M Sell
46,520
-1,597
-3% -$248K 4.33% 5
2019
Q2 		$7.54M Sell
48,117
-445
-0.9% -$68.8K 4.53% 5
2019
Q1 		$7.42M Sell
48,562
-927
-2% -$138K 4.83% 4
2018
Q4 		$6.53M Buy
+49,489
New +$7.2M 4.71% 4

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

CRA Financial Services's VB Position: Q1 2026 in Review

CRA Financial Services reduced its Vanguard Small-Cap ETF (VB) stake by 5% in Q1 2026, selling an estimated $699K and leaving 49,303 shares worth $12.9M. The position accounts for 1.68% of the portfolio, ranked #17.

CRA Financial Services first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.1M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • CRA Financial Services held 49,303 shares of Vanguard Small-Cap ETF worth $12.9M as of Q1 2026.
  • CRA Financial Services sold 2,584 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $699K.
  • Vanguard Small-Cap ETF made up 1.68% of CRA Financial Services's portfolio in Q1 2026, its #17 holding.
  • CRA Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • CRA Financial Services's Vanguard Small-Cap ETF position peaked at $16.1M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.