Cyndeo Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cyndeo Wealth Partners’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	$31.1M	Buy	102,541 +5,583	+6%	+$1.6M	1.46%	9
2026 Q1	$25.4M	Buy	96,958 +4,338	+5%	+$1.17M	1.34%	11
2025 Q4	$23.9M	Buy	92,620 +4,971	+6%	+$1.27M	1.29%	12
2025 Q3	$22.3M	Sell	87,649 -2,268	-3%	-$562K	1.24%	14
2025 Q2	$21.3M	Buy	89,917 +3,313	+4%	+$739K	1.26%	13
2025 Q1	$19.2M	Buy	86,604 +7,397	+9%	+$1.77M	1.26%	13
2024 Q4	$19M	Buy	79,207 +9,172	+13%	+$2.26M	1.29%	11
2024 Q3	$16.6M	Buy	70,035 +8,084	+13%	+$1.84M	1.16%	17
2024 Q2	$13.5M	Buy	61,951 +8,046	+15%	+$1.77M	1.06%	19
2024 Q1	$12.3M	Buy	53,905 +46,833	+662%	+$10.1M	1.02%	19
2023 Q4	$1.51M	Buy	7,072 +352	+5%	+$67.8K	0.14%	163
2023 Q3	$1.27M	Buy	6,720 +16	+0.2%	+$3.19K	0.13%	161
2023 Q2	$1.33M	Hold	6,704	–	–	0.14%	153
2023 Q1	$1.27M	Hold	6,704	–	–	0.14%	156
2022 Q4	$1.23M	Buy	+6,704	New	+$1.24M	0.14%	154

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

Cyndeo Wealth Partners's VB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.8% in Q2 2026, buying an estimated $1.6M and bringing the position to 102,541 shares worth $31.1M. The position accounts for 1.46% of the portfolio, ranked #9.

Cyndeo Wealth Partners first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cyndeo Wealth Partners held 102,541 shares of Vanguard Morningstar Small-Cap ETF worth $31.1M as of Q2 2026.
Cyndeo Wealth Partners bought 5,583 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.6M.
Vanguard Morningstar Small-Cap ETF made up 1.46% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #9 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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