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

Gallagher 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 		$322K Sell
1,063
-1
-0.1% -$287 0.18% 58
2026
Q1 		$279K Sell
1,064
-6,612
-86% -$1.79M 0.19% 56
2025
Q4 		$2.25M Buy
+7,676
New +$1.97M 1.46% 26
2025
Q2 		– Sell
-1,578
Closed -$350K – 70
2025
Q1 		$350K Sell
1,578
-253
-14% -$60.4K 0.27% 48
2024
Q4 		$440K Buy
+1,831
New +$451K 0.32% 44

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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Gallagher Capital Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.09% in Q2 2026, selling an estimated $287 and leaving 1,063 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #58.

Gallagher Capital Advisors first reported a position in VB in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.25M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gallagher Capital Advisors held 1,063 shares of Vanguard Morningstar Small-Cap ETF worth $322K as of Q2 2026.
  • Gallagher Capital Advisors sold 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Gallagher Capital Advisors's portfolio in Q2 2026, its #58 holding.
  • Gallagher Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Gallagher Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.25M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.