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Cutler Investment Counsel’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cutler Investment Counsel’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 		$460K Buy
1,518
+53
+4% +$15.2K 0.04% 118
2026
Q1 		$384K Hold
1,465
– – 0.04% 119
2025
Q4 		$378K Hold
1,465
– – 0.04% 119
2025
Q3 		$374K Buy
+1,465
New +$363K 0.04% 115

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
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
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

Cutler Investment Counsel's VB Position: Q2 2026 in Review

Cutler Investment Counsel increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,518 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #118.

Cutler Investment Counsel first reported a position in VB in Q3 2025 and has held it in 4 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cutler Investment Counsel held 1,518 shares of Vanguard Morningstar Small-Cap ETF worth $460K as of Q2 2026.
  • Cutler Investment Counsel bought 53 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Cutler Investment Counsel's portfolio in Q2 2026, its #118 holding.
  • Cutler Investment Counsel first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.