CI
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CX Institutional’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

CX Institutional’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.44M Buy
32,187
+1,991
+7% +$486K 0.2% 120
2026
Q2 		$7.34M Buy
30,196
+597
+2% +$139K 0.21% 119
2026
Q1 		$6.43M Sell
29,599
-20,263
-41% -$4.53M 0.2% 121
2025
Q4 		$10.6M Buy
49,862
+1,242
+3% +$260K 0.32% 72
2025
Q3 		$10.1M Buy
48,620
+509
+1% +$104K 0.31% 72
2025
Q2 		$9.38M Buy
48,111
+12,194
+34% +$2.26M 0.33% 60
2025
Q1 		$6.69M Buy
35,917
+8,392
+30% +$1.66M 0.25% 92
2024
Q4 		$5.46M Buy
27,525
+5,451
+25% +$1.12M 0.22% 114
2024
Q3 		$4.43M Sell
22,074
-2,629
-11% -$505K 0.2% 140
2024
Q2 		$4.51M Buy
24,703
+138
+0.6% +$25.5K 0.21% 119
2024
Q1 		$4.71M Sell
24,565
-2
-0% -$361 0.23% 106
2023
Q4 		$4.42M Sell
24,567
-3,402
-12% -$555K 0.24% 110
2023
Q3 		$4.46M Sell
27,969
-5,095
-15% -$852K 0.25% 107
2023
Q2 		$5.47M Sell
33,064
-39
-0.1% -$6.14K 0.28% 100
2023
Q1 		$5.26M Buy
33,103
+1,907
+6% +$316K 0.28% 100
2022
Q4 		$4.95M Buy
31,196
+8,804
+39% +$1.4M 0.3% 82
2022
Q3 		$3.21M Buy
22,392
+2,322
+12% +$369K 0.22% 108
2022
Q2 		$3.01M Sell
20,070
-6,321
-24% -$1.04M 0.23% 113
2022
Q1 		$4.64M Buy
26,391
+154
+0.6% +$26.8K 0.37% 73
2021
Q4 		$4.69M Buy
26,237
+842
+3% +$150K 0.37% 83
2021
Q3 		$4.3M Sell
25,395
-3,725
-13% -$638K 0.35% 83
2021
Q2 		$5.06M Sell
29,120
-1,048
-3% -$182K 0.42% 63
2021
Q1 		$5M Buy
30,168
+4,914
+19% +$774K 0.45% 58
2020
Q4 		$3.59M Buy
25,254
+4,951
+24% +$639K 0.35% 71
2020
Q3 		$2.25M Buy
20,303
+5,193
+34% +$582K 0.24% 122
2020
Q2 		$1.62M Sell
15,110
-22,767
-60% -$2.28M 0.21% 130
2020
Q1 		$3.36M Buy
37,877
+28,689
+312% +$3.48M 0.55% 41
2019
Q4 		$1.26M Sell
9,188
-181
-2% -$24K 0.22% 94
2019
Q3 		$1.21M Buy
9,369
+169
+2% +$21.6K 0.2% 110
2019
Q2 		$1.2M Buy
9,200
+1,849
+25% +$240K 0.19% 108
2019
Q1 		$946K Sell
7,351
-3,083
-30% -$392K 0.17% 132
2018
Q4 		$1.19M Buy
10,434
+3,767
+57% +$477K 0.25% 83
2018
Q3 		$929K Buy
6,667
+1,396
+26% +$196K 0.31% 86
2018
Q2 		$716K Buy
+5,271
New +$707K 0.26% 83

Other funds holding VBR

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

CX Institutional's VBR Position: Q3 2026 in Review

CX Institutional increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.6% in Q3 2026, buying an estimated $486K and bringing the position to 32,187 shares worth $7.44M. The position accounts for 0.2% of the portfolio, ranked #120.

CX Institutional first reported a position in VBR in Q2 2018 and has held it in 34 quarters since. The position peaked at $10.6M in Q4 2025. 113 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • CX Institutional held 32,187 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.44M as of Q3 2026.
  • CX Institutional bought 1,991 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $486K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.2% of CX Institutional's portfolio in Q3 2026, its #120 holding.
  • CX Institutional first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's Vanguard Morningstar Small-Cap Value ETF position peaked at $10.6M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.