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

Capstone Wealth Management Group (Pennsylvania)’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 		$1.48M Sell
4,891
-15
-0.3% -$4.3K 0.52% 36
2026
Q1 		$1.28M Hold
4,906
– – 0.54% 41
2025
Q4 		$1.27M Buy
4,906
+23
+0.5% +$5.89K 0.53% 37
2025
Q3 		$1.24M Sell
4,883
-14
-0.3% -$3.47K 0.53% 33
2025
Q2 		$1.16M Sell
4,897
-494
-9% -$110K 1.11% 20
2025
Q1 		$1.2M Sell
5,391
-2,470
-31% -$590K 0.68% 34
2024
Q4 		$1.89M Buy
7,861
+3,012
+62% +$741K 1.01% 23
2024
Q3 		$1.15M Sell
4,849
-53
-1% -$12K 0.68% 36
2024
Q2 		$1.07M Hold
4,902
– – 0.7% 34
2024
Q1 		$1.12M Buy
4,902
+25
+0.5% +$5.38K 0.8% 32
2023
Q4 		$1.04M Sell
4,877
-38
-0.8% -$7.32K 0.98% 28
2023
Q3 		$929K Sell
4,915
-102
-2% -$20.3K 0.96% 29
2023
Q2 		$998K Sell
5,017
-10
-0.2% -$1.89K 1.03% 24
2023
Q1 		$953K Sell
5,027
-9,187
-65% -$1.78M 1.06% 22
2022
Q4 		$2.61M Sell
14,214
-505
-3% -$93.6K 2.81% 10
2022
Q3 		$2.52M Buy
14,719
+194
+1% +$36.6K 3.22% 9
2022
Q2 		$2.56M Sell
14,525
-555
-4% -$107K 3.08% 8
2022
Q1 		$3.21M Sell
15,080
-3,703
-20% -$780K 3.2% 9
2021
Q4 		$4.25M Buy
+18,783
New +$4.27M 3.45% 8

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

Capstone Wealth Management Group (Pennsylvania)'s VB Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.31% in Q2 2026, selling an estimated $4.3K and leaving 4,891 shares worth $1.48M. The position accounts for 0.52% of the portfolio, ranked #36.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.25M in Q4 2021. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 4,891 shares of Vanguard Morningstar Small-Cap ETF worth $1.48M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 15 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.52% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #36 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard Morningstar Small-Cap ETF position peaked at $4.25M in Q4 2021.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.