Crewe Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Crewe 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 Q2	$25.9M	Hold	85,513	–	–	1.88%	16
2026 Q1	$22.4M	Hold	85,513	–	–	1.91%	15
2025 Q4	$22.1M	Hold	85,513	–	–	1.95%	15
2025 Q3	$21.7M	Hold	85,513	–	–	2.08%	14
2025 Q2	$20.3M	Sell	85,513 -277	-0.3%	-$61.8K	2.87%	12
2025 Q1	$19M	Sell	85,790 -20,566	-19%	-$4.91M	2.67%	12
2024 Q4	$25.6M	Hold	106,356	–	–	3.52%	10
2024 Q3	$25.2M	Hold	106,356	–	–	2.93%	11
2024 Q2	$23.2M	Hold	106,356	–	–	2.6%	11
2024 Q1	$24.3M	Sell	106,356 -258	-0.2%	-$55.5K	2.83%	11
2023 Q4	$22.7M	Buy	106,614 +1,585	+2%	+$305K	3.6%	11
2023 Q3	$19.9M	Buy	105,029 +352	+0.3%	+$70.1K	3.43%	11
2023 Q2	$20.8M	Hold	104,677	–	–	2.92%	11
2023 Q1	$19.8M	Hold	104,677	–	–	2.89%	10
2022 Q4	$19.2M	Hold	104,677	–	–	3.05%	10
2022 Q3	$17.9M	Buy	104,677 +104,334	+30,418%	+$19.7M	3.23%	10
2022 Q2	$60K	Hold	343	–	–	0.01%	269
2022 Q1	$73K	Hold	343	–	–	0.01%	202
2021 Q4	$78K	Buy	+343	New	+$77.9K	0.02%	151
2021 Q2	–	Sell	-4	Closed	-$1K	–	486
2021 Q1	$1K	Buy	+4	New	+$843	﹤0.01%	450

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

Crewe Advisors's VB Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 85,513 shares worth $25.9M. The position accounts for 1.88% of the portfolio, ranked #16.

Crewe Advisors first reported a position in VB in Q1 2021 and has held it in 20 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Crewe Advisors held 85,513 shares of Vanguard Morningstar Small-Cap ETF worth $25.9M as of Q2 2026.
Crewe Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 1.88% of Crewe Advisors's portfolio in Q2 2026, its #16 holding.
Crewe Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.