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

Maryland Capital Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.77M Sell
11,972
-26
-0.2% -$6.34K 0.87% 24
2026
Q2 		$2.92M Buy
+11,998
New +$2.79M 0.93% 24
2025
Q4 		$2.73M Sell
12,892
-341
-3% -$71.4K 0.92% 23
2025
Q3 		$2.76M Sell
13,233
-155
-1% -$31.7K 0.99% 21
2025
Q2 		$2.61M Buy
13,388
+502
+4% +$92.9K 1.02% 21
2025
Q1 		$2.4M Buy
12,886
+541
+4% +$107K 1.06% 18
2024
Q4 		$2.45M Sell
12,345
-3
-0% -$616 1.13% 19
2024
Q3 		$2.48M Sell
12,348
-315
-2% -$60.6K 1.2% 20
2024
Q2 		$2.31M Sell
12,663
-278
-2% -$51.4K 1.24% 19
2024
Q1 		$2.48M Sell
12,941
-394
-3% -$71.1K 1.54% 16
2023
Q4 		$2.4M Sell
13,335
-22
-0.2% -$3.59K 1.59% 16
2023
Q3 		$2.13M Sell
13,357
-267
-2% -$44.6K 1.63% 14
2023
Q2 		$2.25M Sell
13,624
-109
-0.8% -$17.2K 1.81% 14
2023
Q1 		$2.18M Sell
13,733
-471
-3% -$78K 1.93% 14
2022
Q4 		$2.26M Buy
14,204
+10
+0.1% +$1.59K 2.11% 13
2022
Q3 		$2.04M Sell
14,194
-548
-4% -$87K 2.14% 10
2022
Q2 		$2.21M Sell
14,742
-1,503
-9% -$246K 2.33% 8
2022
Q1 		$2.86M Sell
16,245
-680
-4% -$118K 2.5% 13
2021
Q4 		$3.03M Buy
+16,925
New +$3.01M 2.5% 11

Other funds holding VBR

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Maryland Capital Advisors's VBR Position: Q3 2026 in Review

Maryland Capital Advisors reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.22% in Q3 2026, selling an estimated $6.34K and leaving 11,972 shares worth $2.77M. The position accounts for 0.87% of the portfolio, ranked #24.

Maryland Capital Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q4 2021. 283 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Maryland Capital Advisors held 11,972 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.77M as of Q3 2026.
  • Maryland Capital Advisors sold 26 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $6.34K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.87% of Maryland Capital Advisors's portfolio in Q3 2026, its #24 holding.
  • Maryland Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Maryland Capital Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.03M in Q4 2021.
  • 283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.