Crumly & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Crumly & Associates’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	$294K	Sell	970 -55	-5%	-$15.8K	0.06%	162
2026 Q1	$268K	Buy	1,025 +55	+6%	+$14.9K	0.06%	174
2025 Q4	$250K	Hold	970	–	–	0.05%	168
2025 Q3	$247K	Sell	970 -2	-0.2%	-$496	0.05%	167
2025 Q2	$230K	Buy	972 +2	+0.2%	+$446	0.06%	147
2025 Q1	$215K	Hold	970	–	–	0.06%	154
2024 Q4	$233K	Buy	+970	New	+$239K	0.06%	143
2020 Q1	–	Sell	-1,297	Closed	-$215K	–	65
2019 Q4	$215K	Buy	+1,297	New	+$207K	0.22%	49

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crumly & Associates's VB Position: Q2 2026 in Review

Crumly & Associates reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.4% in Q2 2026, selling an estimated $15.8K and leaving 970 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #162.

Crumly & Associates first reported a position in VB in Q4 2019 and has held it in 8 quarters since. 1,322 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Crumly & Associates held 970 shares of Vanguard Morningstar Small-Cap ETF worth $294K as of Q2 2026.
Crumly & Associates sold 55 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $15.8K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Crumly & Associates's portfolio in Q2 2026, its #162 holding.
Crumly & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 8 quarters since.
1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.