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 Q3	$303K	Buy	1,066 +3	+0.3%	+$893	0.16%	59
2026 Q2	$322K	Sell	1,063 -1	-0.1%	-$287	0.18%	58
2026 Q1	$279K	Sell	1,064 -6,612	-86%	-$1.79M	0.18%	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Gallagher Capital Advisors's VB Position: Q3 2026 in Review

Gallagher Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.28% in Q3 2026, buying an estimated $893 and bringing the position to 1,066 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #59.

Gallagher Capital Advisors first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Gallagher Capital Advisors held 1,066 shares of Vanguard Morningstar Small-Cap ETF worth $303K as of Q3 2026.
Gallagher Capital Advisors bought 3 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $893.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Gallagher Capital Advisors's portfolio in Q3 2026, its #59 holding.
Gallagher Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.25M in Q4 2025.
1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Gallagher Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.