CSF
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Capital Squared Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Capital Squared Financial’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 		$2.06M Buy
6,793
+102
+2% +$29.2K 1.35% 25
2026
Q1 		$1.75M Buy
6,691
+827
+14% +$224K 1.34% 25
2025
Q4 		$1.51M Buy
5,864
+230
+4% +$58.9K 1.18% 27
2025
Q3 		$1.43M Buy
5,634
+2,390
+74% +$593K 1.24% 26
2025
Q2 		$769K Buy
+3,244
New +$724K 0.9% 32

Other funds holding VB

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Capital Squared Financial's VB Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Small-Cap ETF (VB) stake by 1.5% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,793 shares worth $2.06M. The position accounts for 1.35% of the portfolio, ranked #25.

Capital Squared Financial first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Capital Squared Financial held 6,793 shares of Vanguard Small-Cap ETF worth $2.06M as of Q2 2026.
  • Capital Squared Financial bought 102 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $29.2K.
  • Vanguard Small-Cap ETF made up 1.35% of Capital Squared Financial's portfolio in Q2 2026, its #25 holding.
  • Capital Squared Financial first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 856 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.