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

CWS Financial 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 		$4.99M Sell
16,453
-451
-3% -$129K 1.11% 17
2026
Q1 		$4.43M Buy
16,904
+41
+0.2% +$11.1K 1.13% 15
2025
Q4 		$4.35M Sell
16,863
-284
-2% -$72.8K 1.18% 13
2025
Q3 		$4.36M Buy
17,147
+1,385
+9% +$343K 1.21% 13
2025
Q2 		$3.74M Buy
15,762
+112
+0.7% +$25K 1.09% 13
2025
Q1 		$3.47M Buy
15,650
+479
+3% +$114K 1.1% 13
2024
Q4 		$3.65M Buy
15,171
+1,343
+10% +$330K 1.18% 13
2024
Q3 		$3.28M Buy
13,828
+807
+6% +$183K 1.16% 12
2024
Q2 		$2.84M Buy
13,021
+1,505
+13% +$330K 1.12% 13
2024
Q1 		$2.63M Buy
11,516
+961
+9% +$207K 1.08% 13
2023
Q4 		$2.25M Buy
10,555
+304
+3% +$58.6K 0.85% 16
2023
Q3 		$1.94M Buy
10,251
+38
+0.4% +$7.57K 0.78% 20
2023
Q2 		$2.03M Sell
10,213
-175
-2% -$33.1K 0.77% 21
2023
Q1 		$1.97M Buy
10,388
+6,281
+153% +$1.22M 0.78% 21
2022
Q4 		$879K Sell
4,107
-5,334
-56% -$989K 0.38% 47
2022
Q3 		$1.61M Buy
9,441
+430
+5% +$81.2K 0.77% 20
2022
Q2 		$1.59M Sell
9,011
-77
-0.8% -$14.9K 0.73% 22
2022
Q1 		$1.93M Buy
9,088
+1,300
+17% +$274K 0.73% 18
2021
Q4 		$1.76M Buy
+7,788
New +$1.77M 0.62% 21
2021
Q2 		$1.28M Buy
5,690
+1,583
+39% +$351K 0.51% 25
2021
Q1 		$879K Buy
4,107
+2,411
+142% +$508K 0.38% 47
2020
Q4 		$330K Buy
+1,696
New +$299K 0.19% 96

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
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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

CWS Financial Advisors's VB Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, selling an estimated $129K and leaving 16,453 shares worth $4.99M. The position accounts for 1.11% of the portfolio, ranked #17.

CWS Financial Advisors first reported a position in VB in Q4 2020 and has held it in 22 quarters since. 1,248 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • CWS Financial Advisors held 16,453 shares of Vanguard Morningstar Small-Cap ETF worth $4.99M as of Q2 2026.
  • CWS Financial Advisors sold 451 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Morningstar Small-Cap ETF made up 1.11% of CWS Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • CWS Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.