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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 11,998 shares worth $2.92M. The stake represents 0.93% of the portfolio and ranks #24 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in VBR as recently as Q4 2025.

Maryland Capital Advisors first reported a position in VBR in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.03M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Maryland Capital Advisors held 11,998 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.92M as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.93% of Maryland Capital Advisors's portfolio in Q2 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 18 quarters since.
  • Maryland Capital Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.03M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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