Capstone Wealth Management Group, Inc.’s Vanguard Small-Cap ETF VB Stock Holding History

Capstone Wealth Management Group, Inc.’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	$2.04M	Buy	+6,727	New	+$1.93M	1.23%	26

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Truist Financial

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Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s VB Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 6,727 shares worth $2.04M. The stake represents 1.23% of the portfolio and ranks #26 among its holdings.

1,118 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Capstone Wealth Management Group, Inc. held 6,727 shares of Vanguard Small-Cap ETF worth $2.04M as of Q2 2026.
Vanguard Small-Cap ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Vanguard Small-Cap ETF made up 1.23% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #26 holding.
1,118 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.