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CAP Partners LLC’s Vanguard Small-Cap ETF VB Stock Holding History

CAP Partners LLC’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
Q1 		$260K Hold
992
– – 0.15% 129
2025
Q4 		$256K Sell
992
-12
-1% -$3.07K 0.15% 125
2025
Q3 		$255K Sell
1,004
-4
-0.4% -$992 0.14% 120
2025
Q2 		$239K Hold
1,008
– – 0.15% 123
2025
Q1 		$224K Hold
1,008
– – 0.16% 121
2024
Q4 		$242K Hold
1,008
– – 0.17% 116
2024
Q3 		$239K Sell
1,008
-2
-0.2% -$454 0.18% 115
2024
Q2 		$220K Hold
1,010
– – 0.18% 117
2024
Q1 		$231K Hold
1,010
– – 0.2% 106
2023
Q4 		$215K Buy
+1,010
New +$195K 0.21% 96

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAP Partners LLC's VB Position: Q1 2026 in Review

CAP Partners LLC held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 992 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #129.

CAP Partners LLC first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • CAP Partners LLC held 992 shares of Vanguard Small-Cap ETF worth $260K as of Q1 2026.
  • CAP Partners LLC left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.15% of CAP Partners LLC's portfolio in Q1 2026, its #129 holding.
  • CAP Partners LLC first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.