Cynosure Group’s Vanguard Morningstar 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 Q2	$10.2M	Sell	33,812 -9,929	-23%	-$2.85M	1.54%	18
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 $1.55T 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

Cynosure Group's VB Position: Q2 2026 in Review

Cynosure Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q2 2026, selling an estimated $2.85M and leaving 33,812 shares worth $10.2M. The position accounts for 1.54% of the portfolio, ranked #18.

Cynosure Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2025. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cynosure Group held 33,812 shares of Vanguard Morningstar Small-Cap ETF worth $10.2M as of Q2 2026.
Cynosure Group sold 9,929 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.85M.
Vanguard Morningstar Small-Cap ETF made up 1.54% of Cynosure Group's portfolio in Q2 2026, its #18 holding.
Cynosure Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Cynosure Group's Vanguard Morningstar Small-Cap ETF position peaked at $12.2M in Q3 2025.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.