CTA
VB icon

Camelot Technology Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Camelot Technology Advisors’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 		$263K Hold
869
– – 0.18% 56
2026
Q1 		$228K Hold
869
– – 0.17% 57
2025
Q4 		$224K Hold
869
– – 0.17% 53
2025
Q3 		$221K Hold
869
– – 0.18% 53
2025
Q2 		$206K Buy
+869
New +$194K 0.18% 50
2025
Q1 		– Sell
-869
Closed -$209K – 56
2024
Q4 		$209K Hold
869
– – 0.19% 54
2024
Q3 		$206K Buy
+869
New +$197K 0.18% 59

Other funds holding VB

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Camelot Technology Advisors's VB Position: Q2 2026 in Review

Camelot Technology Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 869 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #56.

Camelot Technology Advisors first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Camelot Technology Advisors held 869 shares of Vanguard Small-Cap ETF worth $263K as of Q2 2026.
  • Camelot Technology Advisors left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.18% of Camelot Technology Advisors's portfolio in Q2 2026, its #56 holding.
  • Camelot Technology Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.