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

Caldwell Sutter 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
Q2 		$204K Sell
674
-139
-17% -$39.8K 0.08% 220
2026
Q1 		$213K Sell
813
-92
-10% -$24.9K 0.09% 209
2025
Q4 		$233K Buy
905
+3
+0.3% +$769 0.1% 194
2025
Q3 		$229K Sell
902
-22
-2% -$5.46K 0.1% 190
2025
Q2 		$219K Buy
924
+8
+0.9% +$1.78K 0.1% 189
2025
Q1 		$203K Buy
916
+1
+0.1% +$239 0.1% 196
2024
Q4 		$220K Sell
915
-10
-1% -$2.46K 0.1% 193
2024
Q3 		$219K Buy
925
+8
+0.9% +$1.82K 0.1% 193
2024
Q2 		$200K Buy
917
+39
+4% +$8.56K 0.1% 202
2024
Q1 		$201K Buy
878
+70
+9% +$15.1K 0.1% 194
2023
Q4 		$172K Buy
808
+79
+11% +$15.2K 0.09% 213
2023
Q3 		$138K Buy
729
+69
+10% +$13.7K 0.08% 224
2023
Q2 		$131K Buy
660
+508
+334% +$96K 0.07% 224
2023
Q1 		$28.8K Buy
152
+122
+407% +$23.7K 0.02% 302
2022
Q4 		$5.51K Buy
+30
New +$5.56K ﹤0.01% 277

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Caldwell Sutter Capital's VB Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, selling an estimated $39.8K and leaving 674 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #220.

Caldwell Sutter Capital first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $233K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Caldwell Sutter Capital held 674 shares of Vanguard Morningstar Small-Cap ETF worth $204K as of Q2 2026.
  • Caldwell Sutter Capital sold 139 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $39.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Caldwell Sutter Capital's portfolio in Q2 2026, its #220 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Vanguard Morningstar Small-Cap ETF position peaked at $233K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.