Capstone Wealth Management Group (Oregon)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$2.07M	Buy	7,268 +541	+8%	+$161K	1.22%	26
2026 Q2	$2.04M	Buy	6,727 +828	+14%	+$237K	1.23%	26
2026 Q1	$1.55M	Buy	5,899 +438	+8%	+$119K	0.95%	31
2025 Q4	$1.41M	Buy	5,461 +369	+7%	+$94.5K	0.85%	33
2025 Q3	$1.29M	Buy	5,092 +66	+1%	+$16.4K	0.83%	34
2025 Q2	$1.19M	Sell	5,026 -348	-6%	-$77.6K	0.87%	36
2025 Q1	$1.19M	Sell	5,374 -1,565	-23%	-$374K	0.95%	30
2024 Q4	$1.67M	Buy	+6,939	New	+$1.71M	1.27%	24

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s VB Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8% in Q3 2026, buying an estimated $161K and bringing the position to 7,268 shares worth $2.07M. The position accounts for 1.22% of the portfolio, ranked #26.

Capstone Wealth Management Group (Oregon) first reported a position in VB in Q4 2024 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 7,268 shares of Vanguard Morningstar Small-Cap ETF worth $2.07M as of Q3 2026.
Capstone Wealth Management Group (Oregon) bought 541 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $161K.
Vanguard Morningstar Small-Cap ETF made up 1.22% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #26 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.