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Capstone Wealth Management Group (Pennsylvania)’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s VB Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 4,906 shares worth $1.28M. The position accounts for 0.54% of the portfolio, ranked #41.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 4,906 shares of Vanguard Small-Cap ETF worth $1.28M as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.54% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #41 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard Small-Cap ETF position peaked at $4.25M in Q4 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.