Anson Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Anson Capital’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	$263K	Buy	926 +3	+0.3%	+$893	0.17%	80
2026 Q2	$280K	Hold	923	–	–	0.18%	79
2026 Q1	$242K	Hold	923	–	–	0.17%	78
2025 Q4	$238K	Hold	923	–	–	0.17%	78
2025 Q3	$235K	Hold	923	–	–	0.18%	74
2025 Q2	$219K	Hold	923	–	–	0.18%	73
2025 Q1	$205K	Hold	923	–	–	0.18%	72
2024 Q4	$222K	Buy	+923	New	+$227K	0.19%	67
2023 Q2	–	Sell	-1,205	Closed	-$228K	–	76
2023 Q1	$228K	Buy	+1,205	New	+$234K	0.37%	65

Other funds holding VB

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 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

Anson Capital's VB Position: Q3 2026 in Review

Anson Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.33% in Q3 2026, buying an estimated $893 and bringing the position to 926 shares worth $263K. The position accounts for 0.17% of the portfolio, ranked #80.

Anson Capital first reported a position in VB in Q1 2023 and has held it in 9 quarters since. The position peaked at $280K in Q2 2026. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Anson Capital held 926 shares of Vanguard Morningstar Small-Cap ETF worth $263K as of Q3 2026.
Anson Capital bought 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $893.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Anson Capital's portfolio in Q3 2026, its #80 holding.
Anson Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 9 quarters since.
Anson Capital's Vanguard Morningstar Small-Cap ETF position peaked at $280K in Q2 2026.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.