STALEY CAPITAL ADVISERS’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.8M | Sell |
48,967
-261
| -0.5% | -$74.8K | 0.58% | 35 |
|
|
2026
Q1 | $12.9M | Sell |
49,228
-146
| -0.3% | -$39.5K | 0.55% | 37 |
|
|
2025
Q4 | $12.7M | Sell |
49,374
-298
| -0.6% | -$76.3K | 0.53% | 38 |
|
|
2025
Q3 | $12.6M | Sell |
49,672
-1,763
| -3% | -$437K | 0.52% | 40 |
|
|
2025
Q2 | $12.2M | Sell |
51,435
-2,469
| -5% | -$551K | 0.52% | 38 |
|
|
2025
Q1 | $12M | Sell |
53,904
-1,189
| -2% | -$284K | 0.54% | 38 |
|
|
2024
Q4 | $13.2M | Sell |
55,093
-597
| -1% | -$147K | 0.59% | 36 |
|
|
2024
Q3 | $13.2M | Buy |
55,690
+55
| +0.1% | +$12.5K | 0.59% | 37 |
|
|
2024
Q2 | $12.1M | Sell |
55,635
-210
| -0.4% | -$46.1K | 0.56% | 38 |
|
|
2024
Q1 | $12.8M | Sell |
55,845
-838
| -1% | -$180K | 0.6% | 37 |
|
|
2023
Q4 | $12.1M | Sell |
56,683
-486
| -0.9% | -$93.6K | 0.6% | 40 |
|
|
2023
Q3 | $10.8M | Buy |
57,169
+3,977
| +7% | +$792K | 0.6% | 41 |
|
|
2023
Q2 | $10.6M | Buy |
53,192
+3,053
| +6% | +$577K | 0.57% | 40 |
|
|
2023
Q1 | $9.5M | Buy |
50,139
+2,319
| +5% | +$450K | 0.53% | 43 |
|
|
2022
Q4 | $8.78M | Buy |
47,820
+4,087
| +9% | +$757K | 0.52% | 43 |
|
|
2022
Q3 | $7.47M | Buy |
43,733
+4,736
| +12% | +$894K | 0.48% | 46 |
|
|
2022
Q2 | $6.87M | Buy |
38,997
+3,030
| +8% | +$585K | 0.41% | 47 |
|
|
2022
Q1 | $7.64M | Buy |
35,967
+7,647
| +27% | +$1.61M | 0.39% | 46 |
|
|
2021
Q4 | $6.4M | Buy |
28,320
+6,570
| +30% | +$1.49M | 0.31% | 52 |
|
|
2021
Q3 | $4.76M | Buy |
21,750
+664
| +3% | +$148K | 0.26% | 60 |
|
|
2021
Q2 | $4.75M | Buy |
21,086
+636
| +3% | +$141K | 0.25% | 57 |
|
|
2021
Q1 | $4.38M | Sell |
20,450
-4,899
| -19% | -$1.03M | 0.24% | 59 |
|
|
2020
Q4 | $4.93M | Buy |
25,349
+748
| +3% | +$132K | 0.3% | 53 |
|
|
2020
Q3 | $3.78M | Buy |
24,601
+1,076
| +5% | +$165K | 0.26% | 56 |
|
|
2020
Q2 | $3.43M | Buy |
23,525
+6,647
| +39% | +$893K | 0.25% | 54 |
|
|
2020
Q1 | $1.95M | Buy |
16,878
+3,485
| +26% | +$524K | 0.16% | 67 |
|
|
2019
Q4 | $2.22M | Buy |
13,393
+973
| +8% | +$155K | 0.15% | 63 |
|
|
2019
Q3 | $1.91M | Buy |
12,420
+823
| +7% | +$128K | 0.14% | 66 |
|
|
2019
Q2 | $1.82M | Buy |
11,597
+5,451
| +89% | +$842K | 0.14% | 67 |
|
|
2019
Q1 | $939K | Buy |
+6,146
| New | +$914K | 0.07% | 90 |
|
|
2018
Q4 | – | Sell |
-1,756
| Closed | -$286K | – | 179 |
|
|
2018
Q3 | $286K | Buy |
1,756
+235
| +15% | +$38K | 0.02% | 137 |
|
|
2018
Q2 | $237K | Buy |
+1,521
| New | +$233K | 0.02% | 146 |
|
Other funds holding VB
STALEY CAPITAL ADVISERS's VB Position: Q2 2026 in Review
STALEY CAPITAL ADVISERS reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.53% in Q2 2026, selling an estimated $74.8K and leaving 48,967 shares worth $14.8M. The position accounts for 0.58% of the portfolio, ranked #35.
STALEY CAPITAL ADVISERS first reported a position in VB in Q2 2018 and has held it in 32 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- STALEY CAPITAL ADVISERS held 48,967 shares of Vanguard Morningstar Small-Cap ETF worth $14.8M as of Q2 2026.
- STALEY CAPITAL ADVISERS sold 261 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $74.8K.
- Vanguard Morningstar Small-Cap ETF made up 0.58% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #35 holding.
- STALEY CAPITAL ADVISERS first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 32 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.