CGA
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Crescent Grove Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Crescent Grove Advisors’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 		$616K Buy
2,352
+820
+54% +$222K 0.06% 163
2025
Q4 		$395K Hold
1,532
– – 0.04% 203
2025
Q3 		$391K Sell
1,532
-446
-23% -$111K 0.04% 200
2025
Q2 		$470K Buy
+1,978
New +$441K 0.05% 164

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
LPL Financial San Diego, California $377B 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 $57.3B 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

Crescent Grove Advisors's VB Position: Q1 2026 in Review

Crescent Grove Advisors increased its Vanguard Small-Cap ETF (VB) stake by 54% in Q1 2026, buying an estimated $222K and bringing the position to 2,352 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #163.

Crescent Grove Advisors first reported a position in VB in Q2 2025 and has held it in 4 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Crescent Grove Advisors held 2,352 shares of Vanguard Small-Cap ETF worth $616K as of Q1 2026.
  • Crescent Grove Advisors bought 820 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $222K.
  • Vanguard Small-Cap ETF made up 0.06% of Crescent Grove Advisors's portfolio in Q1 2026, its #163 holding.
  • Crescent Grove Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.