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

North Capital’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	$1.08M	Buy	3,751 +11	+0.3%	+$3.28K	0.77%	21
2026 Q2	$1.13M	Buy	3,740 +11	+0.3%	+$3.15K	0.86%	19
2026 Q1	$977K	Buy	3,729 +14	+0.4%	+$3.79K	0.83%	20
2025 Q4	$958K	Buy	3,715 +24	+0.7%	+$6.15K	0.83%	21
2025 Q3	$939K	Buy	3,691 +218	+6%	+$54.1K	0.73%	19
2025 Q2	$823K	Hold	3,473	–	–	0.71%	18
2025 Q1	$770K	Buy	+3,473	New	+$829K	0.73%	18

Other funds holding VB

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

North Capital's VB Position: Q3 2026 in Review

North Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.29% in Q3 2026, buying an estimated $3.28K and bringing the position to 3,751 shares worth $1.08M. The position accounts for 0.77% of the portfolio, ranked #21.

North Capital first reported a position in VB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2026. 1,135 funds tracked by Wall St. Rank hold VB as of Q3 2026.

North Capital held 3,751 shares of Vanguard Morningstar Small-Cap ETF worth $1.08M as of Q3 2026.
North Capital bought 11 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $3.28K.
Vanguard Morningstar Small-Cap ETF made up 0.77% of North Capital's portfolio in Q3 2026, its #21 holding.
North Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
North Capital's Vanguard Morningstar Small-Cap ETF position peaked at $1.13M in Q2 2026.
1,135 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.