Crane Advisory’s Vanguard 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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Diego, California $376B 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 $57.2B 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