Red Crane Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Red Crane Wealth Management’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 Q3	$2.64M	Sell	9,271 -250	-3%	-$74.4K	1.84%	19
2026 Q2	$2.89M	Sell	9,521 -272	-3%	-$78K	2.12%	15
2026 Q1	$2.56M	Sell	9,793 -161	-2%	-$43.6K	2.11%	16
2025 Q4	$2.57M	Sell	9,954 -111	-1%	-$28.4K	2.1%	16
2025 Q3	$2.56M	Buy	10,065 +242	+2%	+$60K	2.16%	16
2025 Q2	$2.33M	Buy	9,823 +2,464	+33%	+$550K	2.12%	17
2025 Q1	$1.63M	Buy	7,359 +324	+5%	+$77.4K	1.56%	24
2024 Q4	$1.69M	Buy	+7,035	New	+$1.73M	1.6%	22

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Red Crane Wealth Management's VB Position: Q3 2026 in Review

Red Crane Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q3 2026, selling an estimated $74.4K and leaving 9,271 shares worth $2.64M. The position accounts for 1.84% of the portfolio, ranked #19.

Red Crane Wealth Management first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q2 2026. 597 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Red Crane Wealth Management held 9,271 shares of Vanguard Morningstar Small-Cap ETF worth $2.64M as of Q3 2026.
Red Crane Wealth Management sold 250 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $74.4K.
Vanguard Morningstar Small-Cap ETF made up 1.84% of Red Crane Wealth Management's portfolio in Q3 2026, its #19 holding.
Red Crane Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Red Crane Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.89M in Q2 2026.
597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Red Crane Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.