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Scott Capital Advisors’s Vanguard 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
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

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
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
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Scott Capital Advisors's VB Position: Q2 2026 in Review

Scott Capital Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 2% in Q2 2026, selling an estimated $773K and leaving 132,758 shares worth $40.2M. The position accounts for 6.3% of the portfolio, ranked #6.

Scott Capital Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Scott Capital Advisors held 132,758 shares of Vanguard Small-Cap ETF worth $40.2M as of Q2 2026.
  • Scott Capital Advisors sold 2,696 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $773K.
  • Vanguard Small-Cap ETF made up 6.3% of Scott Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Scott Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.