VB — Vanguard ETF/USA

Ownership history in CX Institutional  ·  31 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in Vanguard ETF/USA (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.91% (2022 Q1)
Avg. % of fund
1.42%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 233,647 -4,279 -1.8% 1.80% $60.3M $257.95
2025 Q3 ADDED 237,926 +27,368 +13.0% 1.84% $60.5M $253.38
2025 Q2 REDUCED 210,558 -15,656 -6.9% 1.73% $49.9M $235.40
2025 Q1 ADDED 226,214 +46,334 +25.8% 1.89% $50.2M $219.54
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
← Back to CX Institutional Holdings