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 Q3	$292K	Buy	1,025 +55	+6%	+$16.4K	0.05%	172
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Crumly & Associates's VB Position: Q3 2026 in Review

Crumly & Associates increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.7% in Q3 2026, buying an estimated $16.4K and bringing the position to 1,025 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #172.

Crumly & Associates first reported a position in VB in Q4 2019 and has held it in 9 quarters since. The position peaked at $294K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Crumly & Associates held 1,025 shares of Vanguard Morningstar Small-Cap ETF worth $292K as of Q3 2026.
Crumly & Associates bought 55 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $16.4K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Crumly & Associates's portfolio in Q3 2026, its #172 holding.
Crumly & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 9 quarters since.
Crumly & Associates's Vanguard Morningstar Small-Cap ETF position peaked at $294K in Q2 2026.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.