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Firestone Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Firestone Capital Management’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 		$459K Buy
1,515
+142
+10% +$40.7K 0.09% 104
2026
Q1 		$360K Buy
1,373
+5
+0.4% +$1.35K 0.07% 120
2025
Q4 		$353K Buy
1,368
+9
+0.7% +$2.31K 0.07% 121
2025
Q3 		$346K Buy
1,359
+29
+2% +$7.19K 0.07% 120
2025
Q2 		$315K Buy
1,330
+340
+34% +$75.9K 0.07% 126
2025
Q1 		$219K Sell
990
-86
-8% -$20.5K 0.06% 137
2024
Q4 		$258K Buy
+1,076
New +$265K 0.06% 133
2024
Q1 		– Sell
-956
Closed -$204K – 149
2023
Q4 		$204K Buy
+956
New +$184K 0.06% 127
2023
Q2 		– Sell
-1,418
Closed -$269K – 138
2023
Q1 		$269K Buy
1,418
+6
+0.4% +$1.16K 0.1% 92
2022
Q4 		$259K Buy
+1,412
New +$262K 0.1% 93
2021
Q4 		– Sell
-401
Closed -$90K – 426
2021
Q3 		$90K Hold
401
– – 0.03% 181
2021
Q2 		$90K Buy
401
+126
+46% +$27.9K 0.03% 176
2021
Q1 		$59K Buy
+275
New +$57.9K 0.02% 214

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

Firestone Capital Management's VB Position: Q2 2026 in Review

Firestone Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,515 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #104.

Firestone Capital Management first reported a position in VB in Q1 2021 and has held it in 13 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Firestone Capital Management held 1,515 shares of Vanguard Morningstar Small-Cap ETF worth $459K as of Q2 2026.
  • Firestone Capital Management bought 142 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Firestone Capital Management's portfolio in Q2 2026, its #104 holding.
  • Firestone Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 13 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.