CAWM
VB icon

Capital Advisors Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Capital Advisors Wealth Management’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 		$13.7M Buy
48,022
+4,332
+10% +$1.29M 1.54% 18
2026
Q2 		$13.2M Buy
43,690
+1,309
+3% +$375K 1.56% 16
2026
Q1 		$11.1M Buy
42,381
+16,160
+62% +$4.37M 1.49% 17
2025
Q4 		$6.76M Buy
26,221
+145
+0.6% +$37.1K 0.92% 27
2025
Q3 		$6.63M Buy
26,076
+7,621
+41% +$1.89M 0.95% 25
2025
Q2 		$4.37M Buy
18,455
+16,600
+895% +$3.7M 0.69% 40
2025
Q1 		$411K Buy
1,855
+308
+20% +$73.6K 0.07% 117
2024
Q4 		$372K Buy
1,547
+85
+6% +$20.9K 0.07% 116
2024
Q3 		$347K Buy
1,462
+277
+23% +$62.9K 0.06% 119
2024
Q2 		$258K Buy
1,185
+25
+2% +$5.49K 0.05% 127
2024
Q1 		$265K Buy
1,160
+43
+4% +$9.25K 0.06% 124
2023
Q4 		$238K Buy
+1,117
New +$215K 0.05% 127
2023
Q1 		– Sell
-1,107
Closed -$203K – 151
2022
Q4 		$203K Buy
+1,107
New +$205K 0.06% 122

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Capital Advisors Wealth Management's VB Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.9% in Q3 2026, buying an estimated $1.29M and bringing the position to 48,022 shares worth $13.7M. The position accounts for 1.54% of the portfolio, ranked #18.

Capital Advisors Wealth Management first reported a position in VB in Q4 2022 and has held it in 13 quarters since. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Capital Advisors Wealth Management held 48,022 shares of Vanguard Morningstar Small-Cap ETF worth $13.7M as of Q3 2026.
  • Capital Advisors Wealth Management bought 4,332 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.29M.
  • Vanguard Morningstar Small-Cap ETF made up 1.54% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.