Capital Square
VB icon

Capital Square’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Capital Square’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 		$407K Sell
1,431
-524
-27% -$156K 0.18% 125
2026
Q2 		$583K Buy
1,955
+156
+9% +$44.7K 0.26% 100
2026
Q1 		$510K Sell
1,799
-485
-21% -$131K 0.24% 101
2025
Q4 		$589K Sell
2,284
-61
-3% -$15.6K 0.3% 81
2025
Q3 		$596K Hold
2,345
– – 0.3% 82
2025
Q2 		$568K Sell
2,345
-200
-8% -$44.6K 0.3% 89
2025
Q1 		$564K Buy
2,545
+336
+15% +$80.2K 0.33% 84
2024
Q4 		$556K Buy
2,209
+1,251
+131% +$308K 0.32% 92
2024
Q3 		$227K Buy
+958
New +$218K 0.14% 138
2023
Q3 		– Sell
-1,944
Closed -$387K – 126
2023
Q2 		$387K Hold
1,944
– – 0.36% 79
2023
Q1 		$359K Buy
+1,944
New +$377K 0.33% 83

Other funds holding VB

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Gibraltar Capital Management
Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Capital Square's VB Position: Q3 2026 in Review

Capital Square reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 27% in Q3 2026, selling an estimated $156K and leaving 1,431 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #125.

Capital Square first reported a position in VB in Q1 2023 and has held it in 11 quarters since. The position peaked at $596K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Capital Square held 1,431 shares of Vanguard Morningstar Small-Cap ETF worth $407K as of Q3 2026.
  • Capital Square sold 524 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $156K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Capital Square's portfolio in Q3 2026, its #125 holding.
  • Capital Square first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
  • Capital Square's Vanguard Morningstar Small-Cap ETF position peaked at $596K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.