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

Objective 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
Q2 		$3.8M Sell
12,526
-211
-2% -$60.5K 3.37% 5
2026
Q1 		$3.34M Buy
12,737
+2
+0% +$541 3.36% 5
2025
Q4 		$3.29M Buy
12,735
+203
+2% +$52K 3.34% 6
2025
Q3 		$3.19M Buy
12,532
+21
+0.2% +$5.21K 3.3% 6
2025
Q2 		$2.96M Sell
12,511
-50
-0.4% -$11.2K 3.33% 6
2025
Q1 		$2.79M Sell
12,561
-768
-6% -$183K 3.55% 6
2024
Q4 		$3.2M Sell
13,329
-748
-5% -$184K 2.14% 8
2024
Q3 		$3.34M Buy
+14,077
New +$3.2M 1.96% 10
2024
Q1 		$3.09M Sell
13,536
-92
-0.7% -$19.8K 2.09% 10
2023
Q4 		$2.91M Buy
13,628
+978
+8% +$188K 2.22% 9
2023
Q3 		$2.39M Sell
12,650
-81
-0.6% -$16.1K 2.12% 13
2023
Q2 		$2.53M Sell
12,731
-907
-7% -$171K 2.21% 10
2023
Q1 		$2.59M Buy
13,638
+801
+6% +$155K 2.36% 9
2022
Q4 		$2.36M Buy
12,837
+604
+5% +$112K 2.34% 13
2022
Q3 		$2.09M Buy
12,233
+791
+7% +$149K 2.23% 12
2022
Q2 		$2.02M Buy
11,442
+386
+3% +$74.5K 2.03% 15
2022
Q1 		$2.35M Buy
11,056
+76
+0.7% +$16K 1.81% 15
2021
Q4 		$2.48M Buy
+10,980
New +$2.5M 1.76% 14

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

Objective Capital Management's VB Position: Q2 2026 in Review

Objective Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, selling an estimated $60.5K and leaving 12,526 shares worth $3.8M. The position accounts for 3.37% of the portfolio, ranked #5.

Objective Capital Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Objective Capital Management held 12,526 shares of Vanguard Morningstar Small-Cap ETF worth $3.8M as of Q2 2026.
  • Objective Capital Management sold 211 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $60.5K.
  • Vanguard Morningstar Small-Cap ETF made up 3.37% of Objective Capital Management's portfolio in Q2 2026, its #5 holding.
  • Objective Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.