Camelot Technology Advisors’s Vanguard Morningstar 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 Q3	$247K	Hold	869	–	–	0.17%	57
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Camelot Technology Advisors's VB Position: Q3 2026 in Review

Camelot Technology Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 869 shares worth $247K. The position accounts for 0.17% of the portfolio, ranked #57.

Camelot Technology Advisors first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $263K in Q2 2026. 639 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Camelot Technology Advisors held 869 shares of Vanguard Morningstar Small-Cap ETF worth $247K as of Q3 2026.
Camelot Technology Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Camelot Technology Advisors's portfolio in Q3 2026, its #57 holding.
Camelot Technology Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Camelot Technology Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $263K in Q2 2026.
639 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.