MSS
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Mitchell Sinkler & Starr’s Vanguard Small-Cap ETF VB Stock Holding History

Mitchell Sinkler & Starr’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 		$2.85M Buy
9,395
+271
+3% +$77.7K 1.19% 21
2026
Q1 		$2.39M Buy
9,124
+325
+4% +$88K 1.1% 25
2025
Q4 		$2.27M Sell
8,799
-350
-4% -$89.7K 1.03% 30
2025
Q3 		$2.33M Buy
9,149
+35
+0.4% +$8.68K 1.05% 28
2025
Q2 		$2.16M Buy
9,114
+537
+6% +$120K 1.03% 28
2025
Q1 		$1.9M Buy
8,577
+966
+13% +$231K 0.53% 51
2024
Q4 		$1.83M Sell
7,611
-5,643
-43% -$1.39M 0.49% 47
2024
Q3 		$2.48M Buy
13,254
+2,574
+24% +$585K 0.62% 39
2024
Q2 		$2.39M Buy
10,680
+755
+8% +$166K 0.61% 39
2024
Q1 		$2.27M Sell
9,925
-8,251
-45% -$1.77M 0.57% 43
2023
Q4 		$3.88M Buy
+18,176
New +$3.5M 0.71% 38
2023
Q3 		– Sell
-10,615
Closed -$2.11M – 131
2023
Q2 		$2.11M Sell
10,615
-495
-4% -$93.5K 0.6% 40
2023
Q1 		$2.11M Buy
11,110
+4,497
+68% +$872K 0.62% 39
2022
Q4 		$1.21M Sell
6,613
-30
-0.5% -$5.56K 0.39% 55
2022
Q3 		$1.14M Buy
6,643
+1,075
+19% +$203K 0.44% 51
2022
Q2 		$981K Sell
5,568
-35
-0.6% -$6.76K 0.36% 58
2022
Q1 		$1.19M Buy
5,603
+98
+2% +$20.6K 0.37% 56
2021
Q4 		$1.24M Buy
5,505
+215
+4% +$48.9K 0.37% 57
2021
Q3 		$1.16M Buy
5,290
+65
+1% +$14.4K 1.05% 40
2021
Q2 		$1.18M Buy
5,225
+540
+12% +$120K 1.07% 35
2021
Q1 		$1M Buy
4,685
+430
+10% +$90.6K 0.97% 39
2020
Q4 		$828K Sell
4,255
-95
-2% -$16.8K 0.79% 48
2020
Q3 		$669K Buy
4,350
+250
+6% +$38.4K 0.68% 49
2020
Q2 		$597K Sell
4,100
-6,061
-60% -$814K 0.68% 50
2020
Q1 		$1.17M Sell
10,161
-449
-4% -$67.5K 1.53% 22
2019
Q4 		$1.76M Sell
10,610
-925
-8% -$147K 1.87% 17
2019
Q3 		$1.77M Sell
11,535
-4,800
-29% -$744K 2.27% 12
2019
Q2 		$2.56M Sell
16,335
-1,355
-8% -$209K 2.93% 3
2019
Q1 		$2.7M Hold
17,690
– – 3.12% 2
2018
Q4 		$2.33M Buy
17,690
+75
+0.4% +$10.9K 2.88% 4
2018
Q3 		$2.86M Hold
17,615
– – 3% 1
2018
Q2 		$2.74M Hold
17,615
– – 3.02% 1
2018
Q1 		$2.59M Buy
17,615
+6,375
+57% +$952K 2.95% 2
2017
Q4 		$1.66M Buy
11,240
+75
+0.7% +$10.8K 2.46% 11
2017
Q3 		$1.58M Buy
11,165
+40
+0.4% +$5.45K 2.47% 9
2017
Q2 		$1.51M Buy
11,125
+370
+3% +$49.6K 2.47% 8
2017
Q1 		$1.43M Buy
10,755
+325
+3% +$43K 2.33% 10
2016
Q4 		$1.34M Buy
+10,430
New +$1.29M 1.89% 19
2016
Q3 		– Sell
-9,355
Closed -$1.08M – 78
2016
Q2 		$1.08M Sell
9,355
-150
-2% -$17K 1.48% 27
2016
Q1 		$1.06M Buy
9,505
+1,640
+21% +$170K 1.46% 29
2015
Q4 		$870K Buy
7,865
+1,150
+17% +$130K 1.19% 33
2015
Q3 		$725K Buy
6,715
+1,680
+33% +$196K 0.93% 39
2015
Q2 		$612K Buy
5,035
+1,300
+35% +$160K 0.72% 51
2015
Q1 		$458K Buy
+3,735
New +$442K 0.52% 60

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Mitchell Sinkler & Starr's VB Position: Q2 2026 in Review

Mitchell Sinkler & Starr increased its Vanguard Small-Cap ETF (VB) stake by 3% in Q2 2026, buying an estimated $77.7K and bringing the position to 9,395 shares worth $2.85M. The position accounts for 1.19% of the portfolio, ranked #21.

Mitchell Sinkler & Starr first reported a position in VB in Q1 2015 and has held it in 44 quarters since. The position peaked at $3.88M in Q4 2023. 883 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mitchell Sinkler & Starr held 9,395 shares of Vanguard Small-Cap ETF worth $2.85M as of Q2 2026.
  • Mitchell Sinkler & Starr bought 271 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $77.7K.
  • Vanguard Small-Cap ETF made up 1.19% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #21 holding.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Small-Cap ETF in Q1 2015 and has held it in 44 quarters since.
  • Mitchell Sinkler & Starr's Vanguard Small-Cap ETF position peaked at $3.88M in Q4 2023.
  • 883 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.