Cynosure Group’s Vanguard Small-Cap ETF VB Stock Holding History

Cynosure Group’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 Q1	$11.5M	Buy	43,741 +92	+0.2%	+$24.9K	1.43%	18
2025 Q4	$11.3M	Sell	43,649 -4,277	-9%	-$1.1M	1.15%	18
2025 Q3	$12.2M	Buy	47,926 +3,183	+7%	+$789K	1.32%	18
2025 Q2	$10.6M	Sell	44,743 -606	-1%	-$135K	1.2%	19
2025 Q1	$10.1M	Buy	45,349 +11,432	+34%	+$2.73M	1.39%	16
2024 Q4	$8.17M	Buy	33,917 +21,807	+180%	+$5.37M	1.22%	18
2024 Q3	$2.87M	Buy	12,110 +4,121	+52%	+$936K	0.42%	36
2024 Q2	$1.74M	Buy	7,989 +3,879	+94%	+$852K	0.28%	52
2024 Q1	$940K	Buy	4,110 +84	+2%	+$18.1K	0.17%	69
2023 Q4	$859K	Buy	+4,026	New	+$776K	0.15%	101

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cynosure Group's VB Position: Q1 2026 in Review

Cynosure Group increased its Vanguard Small-Cap ETF (VB) stake by 0.21% in Q1 2026, buying an estimated $24.9K and bringing the position to 43,741 shares worth $11.5M. The position accounts for 1.43% of the portfolio, ranked #18.

Cynosure Group first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.2M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Cynosure Group held 43,741 shares of Vanguard Small-Cap ETF worth $11.5M as of Q1 2026.
Cynosure Group bought 92 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $24.9K.
Vanguard Small-Cap ETF made up 1.43% of Cynosure Group's portfolio in Q1 2026, its #18 holding.
Cynosure Group first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Cynosure Group's Vanguard Small-Cap ETF position peaked at $12.2M in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.