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

Key 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
Q2 		$69.4K Sell
229
-19
-8% -$5.45K 0.04% 139
2026
Q1 		$65K Sell
248
-155
-38% -$41.9K 0.04% 130
2025
Q4 		$104K Buy
+403
New +$103K 0.1% 90

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Key Capital Management's VB Position: Q2 2026 in Review

Key Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.7% in Q2 2026, selling an estimated $5.45K and leaving 229 shares worth $69.4K. The position accounts for 0.04% of the portfolio, ranked #139.

Key Capital Management first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 1,654 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Key Capital Management held 229 shares of Vanguard Morningstar Small-Cap ETF worth $69.4K as of Q2 2026.
  • Key Capital Management sold 19 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.45K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Key Capital Management's portfolio in Q2 2026, its #139 holding.
  • Key Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $104K in Q4 2025.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.