CI
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CX Institutional’s Vanguard Small-Cap ETF VB Stock Holding History

CX Institutional’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 		$50.9M Sell
168,070
-9,094
-5% -$2.61M 1.47% 12
2026
Q1 		$46.4M Sell
177,164
-56,483
-24% -$15.3M 1.42% 13
2025
Q4 		$60.3M Sell
233,647
-4,279
-2% -$1.1M 1.8% 9
2025
Q3 		$60.5M Buy
237,926
+30,734
+15% +$7.62M 1.84% 10
2025
Q2 		$49.1M Sell
207,192
-19,022
-8% -$4.24M 1.71% 14
2025
Q1 		$50.2M Buy
226,214
+46,334
+26% +$11.1M 1.89% 11
2024
Q4 		$43.2M Buy
179,880
+53,037
+42% +$13.1M 1.72% 12
2024
Q3 		$30.1M Sell
126,843
-6,597
-5% -$1.5M 1.34% 15
2024
Q2 		$29.1M Sell
133,440
-1,154
-0.9% -$253K 1.37% 15
2024
Q1 		$30.8M Buy
134,594
+1,937
+1% +$417K 1.48% 13
2023
Q4 		$28.3M Sell
132,657
-11,036
-8% -$2.13M 1.51% 10
2023
Q3 		$27.2M Buy
143,693
+13,015
+10% +$2.59M 1.5% 10
2023
Q2 		$26M Buy
130,678
+14,274
+12% +$2.7M 1.35% 9
2023
Q1 		$22.1M Buy
116,404
+4,289
+4% +$832K 1.17% 13
2022
Q4 		$20.6M Buy
112,115
+4,095
+4% +$759K 1.25% 15
2022
Q3 		$18.5M Buy
108,020
+16,213
+18% +$3.06M 1.28% 16
2022
Q2 		$16.2M Sell
91,807
-20,418
-18% -$3.94M 1.22% 12
2022
Q1 		$23.9M Buy
112,225
+20,396
+22% +$4.29M 1.91% 6
2021
Q4 		$20.8M Buy
91,829
+1,777
+2% +$404K 1.65% 9
2021
Q3 		$19.7M Sell
90,052
-456
-0.5% -$101K 1.61% 8
2021
Q2 		$20.4M Sell
90,508
-935
-1% -$207K 1.67% 7
2021
Q1 		$19.6M Buy
91,443
+13,610
+17% +$2.87M 1.75% 6
2020
Q4 		$15.2M Buy
77,833
+11,674
+18% +$2.06M 1.46% 9
2020
Q3 		$10.2M Sell
66,159
-4,599
-6% -$706K 1.1% 16
2020
Q2 		$10.3M Buy
70,758
+3,495
+5% +$469K 1.35% 12
2020
Q1 		$7.76M Buy
67,263
+24,980
+59% +$3.75M 1.27% 16
2019
Q4 		$7M Sell
42,283
-18
-0% -$2.87K 1.22% 23
2019
Q3 		$6.51M Sell
42,301
-3,217
-7% -$499K 1.05% 28
2019
Q2 		$7.13M Buy
45,518
+1,911
+4% +$295K 1.13% 26
2019
Q1 		$6.66M Buy
43,607
+601
+1% +$89.3K 1.18% 26
2018
Q4 		$5.68M Buy
43,006
+24,124
+128% +$3.51M 1.2% 30
2018
Q3 		$3.07M Buy
18,882
+2,601
+16% +$421K 1.01% 34
2018
Q2 		$2.53M Buy
+16,281
New +$2.49M 0.94% 37

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

CX Institutional's VB Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Small-Cap ETF (VB) stake by 5.1% in Q2 2026, selling an estimated $2.61M and leaving 168,070 shares worth $50.9M. The position accounts for 1.47% of the portfolio, ranked #12.

CX Institutional first reported a position in VB in Q2 2018 and has held it in 33 quarters since. The position peaked at $60.5M in Q3 2025. 534 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • CX Institutional held 168,070 shares of Vanguard Small-Cap ETF worth $50.9M as of Q2 2026.
  • CX Institutional sold 9,094 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $2.61M.
  • Vanguard Small-Cap ETF made up 1.47% of CX Institutional's portfolio in Q2 2026, its #12 holding.
  • CX Institutional first reported a position in Vanguard Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Vanguard Small-Cap ETF position peaked at $60.5M in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.