Gill Capital Partners
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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
Q3 		$8.83M Buy
31,053
+1,464
+5% +$436K 2.42% 13
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 		$2.18M 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

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Bank of New York Mellon
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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Gill Capital Partners's VB Position: Q3 2026 in Review

Gill Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.9% in Q3 2026, buying an estimated $436K and bringing the position to 31,053 shares worth $8.83M. The position accounts for 2.42% of the portfolio, ranked #13.

Gill Capital Partners first reported a position in VB in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.97M in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Gill Capital Partners held 31,053 shares of Vanguard Morningstar Small-Cap ETF worth $8.83M as of Q3 2026.
  • Gill Capital Partners bought 1,464 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $436K.
  • Vanguard Morningstar Small-Cap ETF made up 2.42% of Gill Capital Partners's portfolio in Q3 2026, its #13 holding.
  • Gill Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • Gill Capital Partners's Vanguard Morningstar Small-Cap ETF position peaked at $8.97M in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.