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Capital Investment Services of America’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Capital Investment Services of America’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 		$227K Buy
+750
New +$215K 0.02% 81
2026
Q1 		– Sell
-800
Closed -$206K – 82
2025
Q4 		$206K Hold
800
– – 0.02% 81
2025
Q3 		$203K Buy
+800
New +$198K 0.02% 84

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Capital Investment Services of America's VB Position: Q2 2026 in Review

Capital Investment Services of America opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 750 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #81 among its holdings. This is a return to the name: Capital Investment Services of America previously reported a position in VB as recently as Q4 2025.

Capital Investment Services of America first reported a position in VB in Q3 2025 and has held it in 3 quarters since. 1,882 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Capital Investment Services of America held 750 shares of Vanguard Morningstar Small-Cap ETF worth $227K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Capital Investment Services of America position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Capital Investment Services of America's portfolio in Q2 2026, its #81 holding.
  • Capital Investment Services of America first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.