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Capital Group Private Client Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Capital Group Private Client Services’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 		$20.1M Buy
66,281
+5,937
+10% +$1.7M 0.28% 40
2026
Q1 		$15.8M Buy
60,344
+2,946
+5% +$797K 0.27% 46
2025
Q4 		$14.8M Buy
57,398
+5,926
+12% +$1.52M 0.24% 59
2025
Q3 		$13.1M Buy
51,472
+2,808
+6% +$696K 0.22% 65
2025
Q2 		$11.5M Buy
48,664
+175
+0.4% +$39K 0.1% 136
2025
Q1 		$10.8M Buy
48,489
+7,058
+17% +$1.69M 0.11% 142
2024
Q4 		$9.96M Buy
41,431
+2,546
+7% +$626K 0.09% 152
2024
Q3 		$9.22M Buy
38,885
+708
+2% +$161K 0.09% 159
2024
Q2 		$8.32M Buy
38,177
+5,240
+16% +$1.15M 0.08% 154
2024
Q1 		$7.53M Buy
32,937
+21,144
+179% +$4.55M 0.08% 156
2023
Q4 		$2.52M Buy
11,793
+2,367
+25% +$456K 0.03% 188
2023
Q3 		$1.78M Buy
9,426
+131
+1% +$26.1K 0.02% 188
2023
Q2 		$1.85M Buy
9,295
+616
+7% +$116K 0.02% 186
2023
Q1 		$1.65M Sell
8,679
-2,049
-19% -$397K 0.02% 184
2022
Q4 		$1.97M Buy
10,728
+7,166
+201% +$1.33M 0.02% 175
2022
Q3 		$609K Buy
3,562
+12
+0.3% +$2.27K 0.01% 199
2022
Q2 		$625K Buy
3,550
+164
+5% +$31.7K 0.01% 201
2022
Q1 		$720K Sell
3,386
-176
-5% -$37K 0.01% 205
2021
Q4 		$805K Buy
3,562
+211
+6% +$47.9K 0.01% 189
2021
Q3 		$733K Buy
+3,351
New +$745K 0.01% 188

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

Capital Group Private Client Services's VB Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.8% in Q2 2026, buying an estimated $1.7M and bringing the position to 66,281 shares worth $20.1M. The position accounts for 0.28% of the portfolio, ranked #40.

Capital Group Private Client Services first reported a position in VB in Q3 2021 and has held it in 20 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Capital Group Private Client Services held 66,281 shares of Vanguard Morningstar Small-Cap ETF worth $20.1M as of Q2 2026.
  • Capital Group Private Client Services bought 5,937 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.7M.
  • Vanguard Morningstar Small-Cap ETF made up 0.28% of Capital Group Private Client Services's portfolio in Q2 2026, its #40 holding.
  • Capital Group Private Client Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.