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

Scott Capital Advisors’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 		$38M Sell
132,275
-483
-0.4% -$144K 5.45% 7
2026
Q2 		$40.2M Sell
132,758
-2,696
-2% -$773K 6.3% 6
2026
Q1 		$36.9M Buy
135,454
+617
+0.5% +$167K 7.47% 6
2025
Q4 		$34.8M Sell
134,837
-187
-0.1% -$47.9K 7.71% 6
2025
Q3 		$34.8M Buy
135,024
+3,183
+2% +$789K 7.88% 5
2025
Q2 		$32.1M Sell
131,841
-76
-0.1% -$17K 8.7% 4
2025
Q1 		$29.3M Sell
131,917
-3,418
-3% -$816K 8.73% 4
2024
Q4 		$32.4M Sell
135,335
-1,245
-0.9% -$306K 9.33% 4
2024
Q3 		$32.4M Buy
136,580
+258
+0.2% +$58.6K 9.19% 4
2024
Q2 		$29.5M Buy
136,322
+1,534
+1% +$337K 8.7% 4
2024
Q1 		$30.4M Buy
134,788
+2,449
+2% +$527K 9.24% 4
2023
Q4 		$28.2M Sell
132,339
-7,173
-5% -$1.38M 9.48% 4
2023
Q3 		$26.1M Buy
139,512
+14,381
+11% +$2.87M 10.41% 4
2023
Q2 		$24.9M Buy
125,131
+5,218
+4% +$986K 10.71% 4
2023
Q1 		$22.7M Sell
119,913
-1,521
-1% -$295K 10.95% 3
2022
Q4 		$22.3M Buy
121,434
+7,194
+6% +$1.33M 12.63% 3
2022
Q3 		$19.5M Buy
114,240
+1,785
+2% +$337K 13.33% 3
2022
Q2 		$19.8M Buy
112,455
+45,679
+68% +$8.82M 13.4% 3
2022
Q1 		$14.2M Buy
66,776
+30,920
+86% +$6.51M 8.35% 4
2021
Q4 		$8.1M Buy
+35,856
New +$8.15M 4.94% 5

Other funds holding VB

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Scott Capital Advisors's VB Position: Q3 2026 in Review

Scott Capital Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.36% in Q3 2026, selling an estimated $144K and leaving 132,275 shares worth $38M. The position accounts for 5.45% of the portfolio, ranked #7.

Scott Capital Advisors first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $40.2M in Q2 2026. 1,178 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Scott Capital Advisors held 132,275 shares of Vanguard Morningstar Small-Cap ETF worth $38M as of Q3 2026.
  • Scott Capital Advisors sold 483 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $144K.
  • Vanguard Morningstar Small-Cap ETF made up 5.45% of Scott Capital Advisors's portfolio in Q3 2026, its #7 holding.
  • Scott Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Scott Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $40.2M in Q2 2026.
  • 1,178 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.