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Madison Park Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Madison Park Capital Advisors’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 		$587K Buy
18,353
+16,699
+1,010% +$4.79M 0.42% 36
2026
Q1 		$433K Buy
1,654
+39
+2% +$10.6K 0.34% 36
2025
Q4 		$417K Buy
1,615
+12
+0.7% +$3.07K 0.34% 36
2025
Q3 		$408K Buy
1,603
+32
+2% +$7.94K 0.33% 37
2025
Q2 		$372K Buy
1,571
+96
+7% +$21.4K 0.31% 39
2025
Q1 		$327K Sell
1,475
-88
-6% -$21K 0.29% 43
2024
Q4 		$376K Sell
1,563
-116
-7% -$28.5K 0.3% 42
2024
Q3 		$398K Sell
1,679
-24
-1% -$5.45K 0.3% 44
2024
Q2 		$371K Buy
1,703
+688
+68% +$151K 0.31% 45
2024
Q1 		$232K Buy
+1,015
New +$218K 0.2% 58

Other funds holding VB

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Madison Park Capital Advisors's VB Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1,010% in Q2 2026, buying an estimated $4.79M and bringing the position to 18,353 shares worth $587K. The position accounts for 0.42% of the portfolio, ranked #36.

Madison Park Capital Advisors first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Madison Park Capital Advisors held 18,353 shares of Vanguard Morningstar Small-Cap ETF worth $587K as of Q2 2026.
  • Madison Park Capital Advisors bought 16,699 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.79M.
  • Vanguard Morningstar Small-Cap ETF made up 0.42% of Madison Park Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Madison Park Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.