BTC Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.19M | Hold |
10,526
| – | – | 0.19% | 98 |
|
|
2026
Q1 | $2.76M | Hold |
10,526
| – | – | 0.19% | 104 |
|
|
2025
Q4 | $2.73M | Hold |
10,526
| – | – | 0.19% | 100 |
|
|
2025
Q3 | $2.68M | Hold |
10,526
| – | – | 0.18% | 104 |
|
|
2025
Q2 | $2.49M | Hold |
10,526
| – | – | 0.2% | 94 |
|
|
2025
Q1 | $2.33M | Buy |
10,526
+35
| +0.3% | +$8.36K | 0.21% | 94 |
|
|
2024
Q4 | $2.52M | Hold |
10,491
| – | – | 0.23% | 85 |
|
|
2024
Q3 | $2.49M | Hold |
10,491
| – | – | 0.22% | 89 |
|
|
2024
Q2 | $2.29M | Hold |
10,491
| – | – | 0.21% | 91 |
|
|
2024
Q1 | $2.4M | Buy |
+10,491
| New | +$2.26M | 0.22% | 95 |
|
|
2023
Q3 | $1.98M | Hold |
10,491
| – | – | 0.23% | 103 |
|
|
2023
Q2 | $2.09M | Hold |
10,491
| – | – | 0.23% | 103 |
|
|
2023
Q1 | $1.99M | Hold |
10,491
| – | – | 0.23% | 101 |
|
|
2022
Q4 | $1.93M | Hold |
10,491
| – | – | 0.23% | 103 |
|
|
2022
Q3 | $1.79M | Hold |
10,491
| – | – | 0.23% | 104 |
|
|
2022
Q2 | $1.85M | Hold |
10,491
| – | – | 0.23% | 106 |
|
|
2022
Q1 | $2.23M | Hold |
10,491
| – | – | 0.22% | 105 |
|
|
2021
Q4 | $2.37M | Hold |
10,491
| – | – | 0.23% | 101 |
|
|
2021
Q3 | $2.29M | Hold |
10,491
| – | – | 0.26% | 98 |
|
|
2021
Q2 | $2.36M | Hold |
10,491
| – | – | 0.27% | 91 |
|
|
2021
Q1 | $2.25M | Hold |
10,491
| – | – | 0.25% | 95 |
|
|
2020
Q4 | $2.04M | Hold |
10,491
| – | – | 0.24% | 97 |
|
|
2020
Q3 | $1.61M | Hold |
10,491
| – | – | 0.23% | 99 |
|
|
2020
Q2 | $1.53M | Hold |
10,491
| – | – | 0.23% | 96 |
|
|
2020
Q1 | $1.21M | Hold |
10,491
| – | – | 0.23% | 95 |
|
|
2019
Q4 | $1.74M | Hold |
10,491
| – | – | 0.25% | 99 |
|
|
2019
Q3 | $1.61M | Hold |
10,491
| – | – | 0.26% | 98 |
|
|
2019
Q2 | $1.64M | Hold |
10,491
| – | – | 0.27% | 100 |
|
|
2019
Q1 | $1.6M | Hold |
10,491
| – | – | 0.26% | 100 |
|
|
2018
Q4 | $1.39M | Hold |
10,491
| – | – | 0.25% | 104 |
|
|
2018
Q3 | $1.71M | Buy |
+10,491
| New | +$1.7M | 0.29% | 95 |
|
|
2018
Q2 | – | Sell |
-10,491
| Closed | -$1.54M | – | 178 |
|
|
2018
Q1 | $1.54M | Buy |
+10,491
| New | +$1.57M | 0.25% | 98 |
|
|
2015
Q2 | – | Sell |
-10,491
| Closed | -$1.29M | – | 172 |
|
|
2015
Q1 | $1.29M | Buy |
+10,491
| New | +$1.24M | 0.3% | 109 |
|
Other funds holding VB
BTC Capital Management's VB Position: Q2 2026 in Review
BTC Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 10,526 shares worth $3.19M. The position accounts for 0.19% of the portfolio, ranked #98.
BTC Capital Management first reported a position in VB in Q1 2015 and has held it in 33 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- BTC Capital Management held 10,526 shares of Vanguard Morningstar Small-Cap ETF worth $3.19M as of Q2 2026.
- BTC Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Small-Cap ETF made up 0.19% of BTC Capital Management's portfolio in Q2 2026, its #98 holding.
- BTC Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2015 and has held it in 33 quarters since.
- 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.