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

Optima 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
Q2 		$711K Buy
2,344
+1,250
+114% +$358K 0.28% 72
2026
Q1 		$287K Buy
1,094
+160
+17% +$43.3K 0.13% 126
2025
Q4 		$241K Sell
934
-109
-10% -$27.9K 0.1% 140
2025
Q3 		$265K Sell
1,043
-860
-45% -$213K 0.13% 130
2025
Q2 		$451K Sell
1,903
-24
-1% -$5.35K 0.24% 98
2025
Q1 		$427K Sell
1,927
-258
-12% -$61.6K 0.27% 87
2024
Q4 		$525K Buy
+2,185
New +$538K 0.36% 82

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Optima Capital's VB Position: Q2 2026 in Review

Optima Capital increased its Vanguard Small-Cap ETF (VB) stake by 114% in Q2 2026, buying an estimated $358K and bringing the position to 2,344 shares worth $711K. The position accounts for 0.28% of the portfolio, ranked #72.

Optima Capital first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Optima Capital held 2,344 shares of Vanguard Small-Cap ETF worth $711K as of Q2 2026.
  • Optima Capital bought 1,250 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $358K.
  • Vanguard Small-Cap ETF made up 0.28% of Optima Capital's portfolio in Q2 2026, its #72 holding.
  • Optima Capital first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 970 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.