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Cranbrook Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cranbrook Wealth Management’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 		$2.12M Sell
6,986
-97
-1% -$27.8K 0.4% 45
2026
Q1 		$1.86M Sell
7,083
-2,000
-22% -$541K 0.38% 46
2025
Q4 		$2.34M Sell
9,083
-881
-9% -$226K 0.46% 42
2025
Q3 		$2.53M Sell
9,964
-266
-3% -$66K 0.51% 40
2025
Q2 		$2.42M Sell
10,230
-426
-4% -$95K 0.52% 40
2025
Q1 		$2.36M Sell
10,656
-651
-6% -$155K 0.55% 40
2024
Q4 		$2.72M Buy
11,307
+219
+2% +$53.9K 0.63% 38
2024
Q3 		$2.63M Sell
11,088
-490
-4% -$111K 0.6% 37
2024
Q2 		$2.52M Sell
11,578
-501
-4% -$110K 0.62% 37
2024
Q1 		$2.76M Sell
12,079
-990
-8% -$213K 0.7% 35
2023
Q4 		$2.79M Sell
13,069
-25
-0.2% -$4.82K 0.74% 34
2023
Q3 		$2.48M Sell
13,094
-677
-5% -$135K 0.73% 36
2023
Q2 		$2.74M Sell
13,771
-966
-7% -$183K 0.76% 35
2023
Q1 		$2.79M Sell
14,737
-2,100
-12% -$407K 0.79% 34
2022
Q4 		$3.09M Sell
16,837
-3,261
-16% -$604K 0.84% 32
2022
Q3 		$3.44M Buy
20,098
+17
+0.1% +$3.21K 0.89% 31
2022
Q2 		$3.54M Buy
20,081
+6,545
+48% +$1.26M 0.88% 32
2022
Q1 		$2.88M Sell
13,536
-1
-0% -$211 0.63% 39
2021
Q4 		$3.06M Sell
13,537
-56
-0.4% -$12.7K 0.65% 39
2021
Q3 		$2.97M Sell
13,593
-95
-0.7% -$21.1K 0.67% 38
2021
Q2 		$3.08M Sell
13,688
-297
-2% -$65.8K 0.71% 37
2021
Q1 		$2.99M Sell
13,985
-843
-6% -$178K 0.72% 37
2020
Q4 		$2.89M Buy
14,828
+225
+2% +$39.7K 0.74% 36
2020
Q3 		$2.25M Sell
14,603
-293
-2% -$45K 0.65% 40
2020
Q2 		$2.17M Buy
14,896
+856
+6% +$115K 0.65% 38
2020
Q1 		$1.62M Sell
14,040
-724
-5% -$109K 0.55% 41
2019
Q4 		$2.45M Buy
14,764
+468
+3% +$74.5K 0.68% 38
2019
Q3 		$2.2M Buy
14,296
+136
+1% +$21.1K 0.63% 39
2019
Q2 		$2.22M Sell
14,160
-334
-2% -$51.6K 0.64% 39
2019
Q1 		$2.21M Sell
14,494
-272
-2% -$40.4K 0.69% 38
2018
Q4 		$1.95M Sell
14,766
-375
-2% -$54.6K 0.68% 38
2018
Q3 		$2.46M Sell
15,141
-371
-2% -$60K 0.87% 33
2018
Q2 		$2.42M Sell
15,512
-462
-3% -$70.7K 0.93% 34
2018
Q1 		$2.35M Sell
15,974
-918
-5% -$137K 0.92% 34
2017
Q4 		$2.5M Sell
16,892
-644
-4% -$93.2K 0.99% 33
2017
Q3 		$2.48M Buy
17,536
+632
+4% +$86.1K 1.03% 32
2017
Q2 		$2.29M Buy
16,904
+2,588
+18% +$347K 1% 32
2017
Q1 		$1.91M Buy
14,316
+446
+3% +$59K 0.89% 33
2016
Q4 		$1.79M Buy
13,870
+1,643
+13% +$204K 0.87% 32
2016
Q3 		$1.49M Buy
12,227
+851
+7% +$103K 0.75% 34
2016
Q2 		$1.32M Sell
11,376
-1,236
-10% -$140K 0.67% 33
2016
Q1 		$1.41M Buy
12,612
+1,538
+14% +$159K 0.74% 31
2015
Q4 		$1.23M Buy
11,074
+239
+2% +$27.1K 0.69% 32
2015
Q3 		$1.17M Buy
10,835
+1,302
+14% +$152K 0.67% 33
2015
Q2 		$1.16M Buy
9,533
+465
+5% +$57.1K 0.66% 33
2015
Q1 		$1.11M Buy
9,068
+1,675
+23% +$198K 0.65% 32
2014
Q4 		$862K Buy
7,393
+839
+13% +$95.5K 0.53% 33
2014
Q3 		$725K Buy
6,554
+36
+0.6% +$4.12K 0.49% 30
2014
Q2 		$763K Buy
6,518
+450
+7% +$50.4K 0.51% 30
2014
Q1 		$685K Buy
6,068
+897
+17% +$99.4K 0.48% 30
2013
Q4 		$569K Buy
+5,171
New +$550K 0.39% 36

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cranbrook Wealth Management's VB Position: Q2 2026 in Review

Cranbrook Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.4% in Q2 2026, selling an estimated $27.8K and leaving 6,986 shares worth $2.12M. The position accounts for 0.4% of the portfolio, ranked #45.

Cranbrook Wealth Management first reported a position in VB in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.54M in Q2 2022. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cranbrook Wealth Management held 6,986 shares of Vanguard Morningstar Small-Cap ETF worth $2.12M as of Q2 2026.
  • Cranbrook Wealth Management sold 97 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $27.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.4% of Cranbrook Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Cranbrook Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Cranbrook Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.54M in Q2 2022.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.