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

Generation 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
Q1 		– Sell
-2,084
Closed -$538K – 90
2025
Q4 		$538K Sell
2,084
-3,337
-62% -$855K 0.35% 56
2025
Q3 		$1.38M Buy
5,421
+1,645
+44% +$408K 1% 32
2025
Q2 		$895K Buy
+3,776
New +$842K 0.71% 39

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Generation Capital Management's VB Position: Q1 2026 in Review

Generation Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 2,084 shares — an estimated $538K sold.

Generation Capital Management first reported a position in VB in Q2 2025 and held it in 3 quarters. The position peaked at $1.38M in Q3 2025. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Generation Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Generation Capital Management sold 2,084 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $538K.
  • Generation Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and held it in 3 quarters.
  • Generation Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.38M in Q3 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.