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Gill Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gill Capital Partners’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 		$8.97M Buy
29,589
+216
+0.7% +$61.9K 2.38% 12
2026
Q1 		$7.69M Buy
29,373
+565
+2% +$153K 2.21% 14
2025
Q4 		$7.43M Buy
28,808
+500
+2% +$128K 2.25% 14
2025
Q3 		$7.2M Buy
28,308
+920
+3% +$228K 2.2% 12
2025
Q2 		$6.49M Buy
27,388
+662
+2% +$148K 2.09% 14
2025
Q1 		$5.93M Buy
26,726
+1,925
+8% +$460K 2.05% 14
2024
Q4 		$5.96M Buy
24,801
+480
+2% +$118K 2.14% 15
2024
Q3 		$5.77M Buy
24,321
+2,173
+10% +$494K 2.07% 17
2024
Q2 		$4.83M Buy
22,148
+441
+2% +$96.8K 1.87% 18
2024
Q1 		$4.64M Buy
21,707
+2,798
+15% +$602K 1.87% 17
2023
Q4 		$4.03M Sell
18,909
-182
-1% -$35.1K 1.7% 21
2023
Q3 		$3.61M Buy
19,091
+1,706
+10% +$340K 1.6% 23
2023
Q2 		$3.46M Buy
17,385
+808
+5% +$153K 1.45% 24
2023
Q1 		$3.14M Buy
16,577
+994
+6% +$193K 1.4% 26
2022
Q4 		$2.86M Sell
15,583
-622
-4% -$115K 1.35% 31
2022
Q3 		$2.77M Buy
16,205
+2,328
+17% +$440K 1.45% 29
2022
Q2 		$2.95M Hold
13,877
– – 1.3% 28
2022
Q1 		$2.95M Buy
13,877
+288
+2% +$60.6K 1.3% 28
2021
Q4 		$3.07M Buy
13,589
+957
+8% +$217K 1.36% 27
2021
Q3 		$2.76M Buy
12,632
+2,979
+31% +$662K 1.25% 27
2021
Q2 		$2.17M Buy
9,653
+2,962
+44% +$656K 1.02% 27
2021
Q1 		$1.43M Buy
6,691
+2,561
+62% +$540K 0.73% 35
2020
Q4 		$804K Buy
4,130
+2,364
+134% +$417K 0.48% 46
2020
Q3 		$272K Buy
1,766
+72
+4% +$11.1K 0.18% 73
2020
Q2 		$247K Buy
+1,694
New +$227K 0.17% 74
2018
Q4 		$742K Buy
+4,472
New +$651K 0.52% 37

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

Gill Capital Partners's VB Position: Q2 2026 in Review

Gill Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.74% in Q2 2026, buying an estimated $61.9K and bringing the position to 29,589 shares worth $8.97M. The position accounts for 2.38% of the portfolio, ranked #12.

Gill Capital Partners first reported a position in VB in Q4 2018 and has held it in 26 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gill Capital Partners held 29,589 shares of Vanguard Morningstar Small-Cap ETF worth $8.97M as of Q2 2026.
  • Gill Capital Partners bought 216 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $61.9K.
  • Vanguard Morningstar Small-Cap ETF made up 2.38% of Gill Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Gill Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.