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

Crux Wealth 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	$222K	Buy	+734	New	+$210K	0.08%	181
2026 Q1	–	Sell	-789	Closed	-$204K	–	192
2025 Q4	$204K	Sell	789 -14	-2%	-$3.59K	0.08%	170
2025 Q3	$204K	Buy	+803	New	+$199K	0.08%	163
2025 Q2	–	Sell	-1,402	Closed	-$311K	–	183
2025 Q1	$311K	Buy	1,402 +40	+3%	+$9.55K	0.16%	137
2024 Q4	$327K	Buy	+1,362	New	+$335K	0.18%	121

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

Crux Wealth Advisors's VB Position: Q2 2026 in Review

Crux Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 734 shares worth $222K. The stake represents 0.08% of the portfolio and ranks #181 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in VB as recently as Q4 2025.

Crux Wealth Advisors first reported a position in VB in Q4 2024 and has held it in 5 quarters since. The position peaked at $327K in Q4 2024. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Crux Wealth Advisors held 734 shares of Vanguard Morningstar Small-Cap ETF worth $222K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Crux Wealth Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Crux Wealth Advisors's portfolio in Q2 2026, its #181 holding.
Crux Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Crux Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $327K in Q4 2024.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.