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Clarity Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clarity Capital Advisors’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 		$2.09M Buy
6,888
+15
+0.2% +$4.3K 0.88% 30
2026
Q1 		$1.8M Buy
6,873
+18
+0.3% +$4.87K 0.84% 30
2025
Q4 		$1.77M Sell
6,855
-18
-0.3% -$4.61K 0.88% 28
2025
Q3 		$1.75M Buy
6,873
+16
+0.2% +$3.97K 0.95% 25
2025
Q2 		$1.62M Buy
6,857
+1,271
+23% +$284K 0.95% 25
2025
Q1 		$1.24M Buy
5,586
+15
+0.3% +$3.58K 0.81% 28
2024
Q4 		$1.34M Buy
5,571
+2,979
+115% +$733K 0.9% 25
2024
Q3 		$615K Buy
2,592
+425
+20% +$96.6K 0.44% 44
2024
Q2 		$472K Hold
2,167
– – 0.37% 48
2024
Q1 		$495K Buy
2,167
+1
+0% +$215 0.4% 48
2023
Q4 		$462K Buy
+2,166
New +$417K 0.4% 49

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clarity Capital Advisors's VB Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.22% in Q2 2026, buying an estimated $4.3K and bringing the position to 6,888 shares worth $2.09M. The position accounts for 0.88% of the portfolio, ranked #30.

Clarity Capital Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,313 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Clarity Capital Advisors held 6,888 shares of Vanguard Morningstar Small-Cap ETF worth $2.09M as of Q2 2026.
  • Clarity Capital Advisors bought 15 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.88% of Clarity Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.