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

McGuire 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 		$6.06K Buy
20
+16
+400% +$4.58K ﹤0.01% 531
2026
Q1 		$1.05K Hold
4
– – ﹤0.01% 711
2025
Q4 		$1.03K Buy
+4
New +$1.02K ﹤0.01% 784

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

McGuire Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 400% in Q2 2026, buying an estimated $4.58K and bringing the position to 20 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

McGuire Capital Advisors first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • McGuire Capital Advisors held 20 shares of Vanguard Morningstar Small-Cap ETF worth $6.06K as of Q2 2026.
  • McGuire Capital Advisors bought 16 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.58K.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #531 holding.
  • McGuire Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.