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

Mountain Capital Investment 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 		$44.3M Buy
146,186
+2,493
+2% +$714K 6.31% 6
2026
Q1 		$40.7M Buy
143,693
+7,244
+5% +$1.96M 6.05% 6
2025
Q4 		$37.5M Buy
136,449
+5,242
+4% +$1.34M 6.04% 5
2025
Q3 		$33.5M Sell
131,207
-9,255
-7% -$2.3M 5.89% 5
2025
Q2 		$33.6M Sell
140,462
-27,940
-17% -$6.23M 6.46% 6
2025
Q1 		$36.3M Buy
168,402
+14,773
+10% +$3.53M 7.78% 5
2024
Q4 		$38.2M Buy
153,629
+56,365
+58% +$13.9M 7.9% 5
2024
Q3 		$24.6M Sell
97,264
-3,035
-3% -$690K 5.4% 6
2024
Q2 		$22.9M Buy
100,299
+11,089
+12% +$2.44M 5.68% 6
2024
Q1 		$20.1M Buy
89,210
+8,293
+10% +$1.78M 5.63% 6
2023
Q4 		$17M Buy
80,917
+406
+0.5% +$78.2K 5.75% 5
2023
Q3 		$14.8M Buy
80,511
+12,535
+18% +$2.5M 5.54% 5
2023
Q2 		$14M Buy
+67,976
New +$12.8M 5.28% 4
2017
Q4 		– Sell
-442
Closed -$62K – 408
2017
Q3 		$62K Hold
442
– – 0.06% 99
2017
Q2 		$60K Buy
+442
New +$59.2K 0.06% 114

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 22.9% 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

Mountain Capital Investment Advisors's VB Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, buying an estimated $714K and bringing the position to 146,186 shares worth $44.3M. The position accounts for 6.31% of the portfolio, ranked #6.

Mountain Capital Investment Advisors first reported a position in VB in Q2 2017 and has held it in 15 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mountain Capital Investment Advisors held 146,186 shares of Vanguard Morningstar Small-Cap ETF worth $44.3M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 2,493 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $714K.
  • Vanguard Morningstar Small-Cap ETF made up 6.31% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Mountain Capital Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2017 and has held it in 15 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.