CCP
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Carmel Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Carmel Capital Partners’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 		$285K Sell
941
-45
-5% -$12.9K 0.09% 106
2026
Q1 		$258K Sell
986
-79
-7% -$21.4K 0.09% 102
2025
Q4 		$275K Sell
1,065
-14
-1% -$3.59K 0.1% 96
2025
Q3 		$274K Sell
1,079
-10
-0.9% -$2.48K 0.12% 93
2025
Q2 		$258K Buy
+1,089
New +$243K 0.09% 126
2023
Q4 		– Sell
-6,427
Closed -$1.22M – 671
2023
Q3 		$1.22M Buy
+6,427
New +$1.28M 0.55% 36

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Carmel Capital Partners's VB Position: Q2 2026 in Review

Carmel Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, selling an estimated $12.9K and leaving 941 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #106.

Carmel Capital Partners first reported a position in VB in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2023. 1,564 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Carmel Capital Partners held 941 shares of Vanguard Morningstar Small-Cap ETF worth $285K as of Q2 2026.
  • Carmel Capital Partners sold 45 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Carmel Capital Partners's portfolio in Q2 2026, its #106 holding.
  • Carmel Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 6 quarters since.
  • Carmel Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.22M in Q3 2023.
  • 1,564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.