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

Gables 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	$130K	Buy	428 +4	+0.9%	+$1.15K	0.05%	179
2026 Q1	$111K	Hold	424	–	–	0.05%	176
2025 Q4	$109K	Hold	424	–	–	0.05%	171
2025 Q3	$108K	Hold	424	–	–	0.05%	163
2025 Q2	$100K	Hold	424	–	–	0.05%	162
2025 Q1	$94K	Hold	424	–	–	0.05%	170
2024 Q4	$102K	Hold	424	–	–	0.05%	165
2024 Q3	$101K	Hold	424	–	–	0.05%	162
2024 Q2	$92.4K	Buy	+424	New	+$93.1K	0.05%	159
2020 Q1	–	Sell	-93	Closed	-$15K	–	431
2019 Q4	$15K	Hold	93	–	–	0.01%	272
2019 Q3	$14K	Hold	93	–	–	0.01%	281
2019 Q2	$15K	Hold	93	–	–	0.01%	260
2019 Q1	$14K	Hold	93	–	–	0.01%	271
2018 Q4	$12K	Buy	+93	New	+$13.5K	0.01%	272

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Gables Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.94% in Q2 2026, buying an estimated $1.15K and bringing the position to 428 shares worth $130K. The position accounts for 0.05% of the portfolio, ranked #179.

Gables Capital Management first reported a position in VB in Q4 2018 and has held it in 14 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Gables Capital Management held 428 shares of Vanguard Morningstar Small-Cap ETF worth $130K as of Q2 2026.
Gables Capital Management bought 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Gables Capital Management's portfolio in Q2 2026, its #179 holding.
Gables Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 14 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.