Crane Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Crane Advisory’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	$19M	Buy	65,290 +725	+1%	+$216K	2.69%	10
2026 Q2	$19.2M	Buy	64,565 +796	+1%	+$228K	2.76%	10
2026 Q1	$17.8M	Sell	63,769 -2,225	-3%	-$602K	2.67%	10
2025 Q4	$18M	Sell	65,994 -5,285	-7%	-$1.35M	2.72%	10
2025 Q3	$18.2M	Sell	71,279 -3,263	-4%	-$809K	2.86%	11
2025 Q2	$18.1M	Sell	74,542 -4,345	-6%	-$969K	2.99%	10
2025 Q1	$16.2M	Buy	78,887 +8,080	+11%	+$1.93M	2.94%	12
2024 Q4	$17.2M	Buy	70,807 +1,855	+3%	+$456K	3.02%	11
2024 Q3	$16.2M	Buy	68,952 +1,667	+2%	+$379K	2.93%	12
2024 Q2	$14.6M	Buy	67,285 +3,073	+5%	+$675K	2.81%	11
2024 Q1	$14.2M	Buy	64,212 +5,756	+10%	+$1.24M	2.87%	9
2023 Q4	$12.1M	Buy	58,456 +1,588	+3%	+$306K	2.72%	11
2023 Q3	$10.6M	Buy	56,868 +8,403	+17%	+$1.67M	2.66%	9
2023 Q2	$9.58M	Buy	48,465 +7,235	+18%	+$1.37M	2.75%	8
2023 Q1	$7.72M	Buy	41,230 +9,807	+31%	+$1.9M	2.62%	8
2022 Q4	$5.77M	Buy	31,423 +57	+0.2%	+$10.6K	2.34%	8
2022 Q3	$5.47M	Buy	+31,366	New	+$5.92M	2.81%	8

Other funds holding VB

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Crane Advisory's VB Position: Q3 2026 in Review

Crane Advisory increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q3 2026, buying an estimated $216K and bringing the position to 65,290 shares worth $19M. The position accounts for 2.69% of the portfolio, ranked #10.

Crane Advisory first reported a position in VB in Q3 2022 and has held it in 17 quarters since. The position peaked at $19.2M in Q2 2026. 294 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Crane Advisory held 65,290 shares of Vanguard Morningstar Small-Cap ETF worth $19M as of Q3 2026.
Crane Advisory bought 725 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $216K.
Vanguard Morningstar Small-Cap ETF made up 2.69% of Crane Advisory's portfolio in Q3 2026, its #10 holding.
Crane Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
Crane Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $19.2M in Q2 2026.
294 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Crane Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.