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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
Q3 		$3.52M Sell
12,377
-149
-1% -$44.4K 3.15% 6
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

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

Objective Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q3 2026, selling an estimated $44.4K and leaving 12,377 shares worth $3.52M. The position accounts for 3.15% of the portfolio, ranked #6.

Objective Capital Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.8M in Q2 2026. 623 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Objective Capital Management held 12,377 shares of Vanguard Morningstar Small-Cap ETF worth $3.52M as of Q3 2026.
  • Objective Capital Management sold 149 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $44.4K.
  • Vanguard Morningstar Small-Cap ETF made up 3.15% of Objective Capital Management's portfolio in Q3 2026, its #6 holding.
  • Objective Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.8M in Q2 2026.
  • 623 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.