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

Maryland 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 		$2.04M Buy
+6,728
New +$1.93M 0.65% 28
2025
Q4 		$1.89M Sell
7,326
-204
-3% -$52.3K 0.64% 27
2025
Q3 		$1.91M Sell
7,530
-49
-0.6% -$12.2K 0.69% 26
2025
Q2 		$1.8M Sell
7,579
-267
-3% -$59.6K 0.7% 27
2025
Q1 		$1.74M Sell
7,846
-44
-0.6% -$10.5K 0.77% 26
2024
Q4 		$1.9M Buy
7,890
+128
+2% +$31.5K 0.88% 24
2024
Q3 		$1.84M Sell
7,762
-126
-2% -$28.6K 0.89% 24
2024
Q2 		$1.72M Sell
7,888
-229
-3% -$50.3K 0.93% 23
2024
Q1 		$1.86M Sell
8,117
-194
-2% -$41.7K 1.15% 24
2023
Q4 		$1.77M Hold
8,311
– – 1.17% 23
2023
Q3 		$1.57M Sell
8,311
-253
-3% -$50.4K 1.2% 23
2023
Q2 		$1.7M Sell
8,564
-173
-2% -$32.7K 1.37% 21
2023
Q1 		$1.66M Sell
8,737
-566
-6% -$110K 1.46% 19
2022
Q4 		$1.71M Buy
9,303
+508
+6% +$94.2K 1.59% 16
2022
Q3 		$1.5M Sell
8,795
-399
-4% -$75.3K 1.58% 15
2022
Q2 		$1.62M Sell
9,194
-660
-7% -$127K 1.71% 13
2022
Q1 		$2.09M Sell
9,854
-326
-3% -$68.6K 1.83% 16
2021
Q4 		$2.3M Buy
+10,180
New +$2.31M 1.9% 15

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Maryland Capital Advisors's VB Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 6,728 shares worth $2.04M. The stake represents 0.65% of the portfolio and ranks #28 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in VB as recently as Q4 2025.

Maryland Capital Advisors first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.3M in Q4 2021. 1,411 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Maryland Capital Advisors held 6,728 shares of Vanguard Morningstar Small-Cap ETF worth $2.04M as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.65% of Maryland Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Maryland Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Maryland Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.3M in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.