Nelson Capital Management
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Nelson Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nelson Capital Management’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
Q3 		$17.6M Sell
61,779
-173
-0.3% -$51.5K 1.8% 10
2026
Q2 		$18.8M Sell
61,952
-734
-1% -$210K 2.06% 10
2026
Q1 		$16.4M Sell
62,686
-173
-0.3% -$46.8K 2% 10
2025
Q4 		$16.2M Sell
62,859
-356
-0.6% -$91.2K 1.9% 10
2025
Q3 		$16.1M Sell
63,215
-78
-0.1% -$19.3K 1.91% 10
2025
Q2 		$15M Sell
63,293
-20,264
-24% -$4.52M 1.98% 9
2025
Q1 		$18.5M Buy
83,557
+1,953
+2% +$466K 3.2% 7
2024
Q4 		$19.6M Sell
81,604
-2,927
-3% -$720K 3.24% 7
2024
Q3 		$20.1M Buy
84,531
+2,108
+3% +$479K 3.38% 7
2024
Q2 		$18M Buy
82,423
+430
+0.5% +$94.4K 3.19% 7
2024
Q1 		$18.7M Buy
81,993
+336
+0.4% +$72.3K 3.58% 6
2023
Q4 		$17.4M Sell
81,657
-352
-0.4% -$67.8K 3.9% 6
2023
Q3 		$15.5M Sell
82,009
-225
-0.3% -$44.8K 3.8% 7
2023
Q2 		$16.4M Sell
82,234
-569
-0.7% -$108K 4.22% 6
2023
Q1 		$15.7M Sell
82,803
-1,214
-1% -$235K 4.46% 4
2022
Q4 		$15.4M Sell
84,017
-1,276
-1% -$236K 4.53% 2
2022
Q3 		$14.6M Sell
85,293
-2,277
-3% -$430K 4.28% 4
2022
Q2 		$15.4M Sell
87,570
-4,507
-5% -$870K 4.26% 5
2022
Q1 		$19.6M Buy
92,077
+831
+0.9% +$175K 3.83% 6
2021
Q4 		$20.6M Buy
91,246
+620
+0.7% +$141K 3.81% 5
2021
Q3 		$19.8M Buy
90,626
+360
+0.4% +$80K 3.94% 4
2021
Q2 		$20.3M Buy
90,266
+1,089
+1% +$241K 4.12% 4
2021
Q1 		$19.1M Sell
89,177
-2,051
-2% -$432K 4.08% 3
2020
Q4 		$17.8M Sell
91,228
-31,096
-25% -$5.49M 3.82% 6
2020
Q3 		$18.8M Sell
122,324
-3,030
-2% -$465K 3.29% 6
2020
Q2 		$18.3M Buy
125,354
+123,404
+6,328% +$16.6M 3.98% 4
2020
Q1 		$225K Sell
1,950
-100
-5% -$15K 0.06% 82
2019
Q4 		$340K Hold
2,050
– – 0.07% 82
2019
Q3 		$315K Sell
2,050
-130
-6% -$20.2K 0.07% 77
2019
Q2 		$341K Hold
2,180
– – 0.08% 79
2019
Q1 		$333K Sell
2,180
-397
-15% -$59K 0.08% 75
2018
Q4 		$340K Buy
+2,577
New +$375K 0.09% 75

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Bank of New York Mellon
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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
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Mission Wealth Management
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HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Nelson Capital Management's VB Position: Q3 2026 in Review

Nelson Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.28% in Q3 2026, selling an estimated $51.5K and leaving 61,779 shares worth $17.6M. The position accounts for 1.8% of the portfolio, ranked #10.

Nelson Capital Management first reported a position in VB in Q4 2018 and has held it in 32 quarters since. The position peaked at $20.6M in Q4 2021. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Nelson Capital Management held 61,779 shares of Vanguard Morningstar Small-Cap ETF worth $17.6M as of Q3 2026.
  • Nelson Capital Management sold 173 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $51.5K.
  • Vanguard Morningstar Small-Cap ETF made up 1.8% of Nelson Capital Management's portfolio in Q3 2026, its #10 holding.
  • Nelson Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Nelson Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $20.6M in Q4 2021.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.