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

Sapient 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 		$9.4M Buy
33,028
+8,196
+33% +$2.44M 0.13% 83
2026
Q2 		$7.53M Buy
24,832
+9,641
+63% +$2.76M 0.1% 97
2026
Q1 		$3.98M Buy
15,191
+788
+5% +$213K 0.06% 122
2025
Q4 		$3.75M Buy
14,403
+1,216
+9% +$312K 0.05% 120
2025
Q3 		$3.36M Buy
13,187
+290
+2% +$71.9K 0.05% 121
2025
Q2 		$3.07M Buy
12,897
+9,102
+240% +$2.03M 0.05% 120
2025
Q1 		$842K Buy
3,795
+382
+11% +$91.2K 0.02% 203
2024
Q4 		$820K Buy
3,413
+545
+19% +$134K 0.02% 201
2024
Q3 		$682K Buy
2,868
+223
+8% +$50.7K 0.01% 225
2024
Q2 		$579K Sell
2,645
-577
-18% -$127K 0.01% 222
2024
Q1 		$737K Buy
3,222
+1,464
+83% +$315K 0.02% 205
2023
Q4 		$375K Buy
+1,758
New +$339K 0.01% 254

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Sapient Capital's VB Position: Q3 2026 in Review

Sapient Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 33% in Q3 2026, buying an estimated $2.44M and bringing the position to 33,028 shares worth $9.4M. The position accounts for 0.13% of the portfolio, ranked #83.

Sapient Capital first reported a position in VB in Q4 2023 and has held it in 12 quarters since. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Sapient Capital held 33,028 shares of Vanguard Morningstar Small-Cap ETF worth $9.4M as of Q3 2026.
  • Sapient Capital bought 8,196 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.44M.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Sapient Capital's portfolio in Q3 2026, its #83 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.