CRA Financial Services
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CRA Financial Services’s Vanguard Morningstar 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
Q3 		$13.5M Sell
47,308
-994
-2% -$296K 1.49% 16
2026
Q2 		$14.6M Sell
48,302
-1,001
-2% -$287K 1.69% 15
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

CRA Financial Services's VB Position: Q3 2026 in Review

CRA Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q3 2026, selling an estimated $296K and leaving 47,308 shares worth $13.5M. The position accounts for 1.49% of the portfolio, ranked #16.

CRA Financial Services first reported a position in VB in Q4 2018 and has held it in 32 quarters since. The position peaked at $16.1M in Q3 2025. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • CRA Financial Services held 47,308 shares of Vanguard Morningstar Small-Cap ETF worth $13.5M as of Q3 2026.
  • CRA Financial Services sold 994 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $296K.
  • Vanguard Morningstar Small-Cap ETF made up 1.49% of CRA Financial Services's portfolio in Q3 2026, its #16 holding.
  • CRA Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $16.1M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.