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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Crane Advisory's VB Position: Q2 2026 in Review

Crane Advisory increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $228K and bringing the position to 64,565 shares worth $19.2M. The position accounts for 2.76% of the portfolio, ranked #10.

Crane Advisory first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Crane Advisory held 64,565 shares of Vanguard Morningstar Small-Cap ETF worth $19.2M as of Q2 2026.
Crane Advisory bought 796 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $228K.
Vanguard Morningstar Small-Cap ETF made up 2.76% of Crane Advisory's portfolio in Q2 2026, its #10 holding.
Crane Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.