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Family CFO’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Family CFO’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 		$600K Hold
1,978
– – 0.23% 33
2026
Q1 		$518K Sell
1,978
-185
-9% -$50.1K 0.23% 33
2025
Q4 		$558K Sell
2,163
-931
-30% -$239K 0.25% 29
2025
Q3 		$787K Hold
3,094
– – 0.36% 27
2025
Q2 		$733K Buy
3,094
+120
+4% +$26.8K 0.37% 26
2025
Q1 		$659K Hold
2,974
– – 0.36% 24
2024
Q4 		$715K Buy
2,974
+118
+4% +$29K 0.39% 24
2024
Q3 		$677K Buy
2,856
+32
+1% +$7.27K 0.38% 24
2024
Q2 		$616K Hold
2,824
– – 0.38% 24
2024
Q1 		$646K Hold
2,824
– – 0.4% 23
2023
Q4 		$602K Buy
2,824
+106
+4% +$20.4K 0.39% 24
2023
Q3 		$514K Buy
2,718
+42
+2% +$8.37K 0.37% 24
2023
Q2 		$532K Buy
2,676
+152
+6% +$28.7K 0.38% 24
2023
Q1 		$478K Hold
2,524
– – 0.36% 24
2022
Q4 		$463K Hold
2,524
– – 0.42% 22
2022
Q3 		$431K Hold
2,524
– – 0.46% 20
2022
Q2 		$445K Hold
2,524
– – 0.49% 21
2022
Q1 		$536K Hold
2,524
– – 0.54% 20
2021
Q4 		$570K Buy
+2,524
New +$574K 0.55% 19

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Family CFO's VB Position: Q2 2026 in Review

Family CFO held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,978 shares worth $600K. The position accounts for 0.23% of the portfolio, ranked #33.

Family CFO first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $787K in Q3 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Family CFO held 1,978 shares of Vanguard Morningstar Small-Cap ETF worth $600K as of Q2 2026.
  • Family CFO left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.23% of Family CFO's portfolio in Q2 2026, its #33 holding.
  • Family CFO first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Family CFO's Vanguard Morningstar Small-Cap ETF position peaked at $787K in Q3 2025.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.