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

Stillwater 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 Q1	$1.11M	Hold	4,250	–	–	0.13%	47
2025 Q4	$1.1M	Sell	4,250 -585	-12%	-$150K	0.12%	48
2025 Q3	$1.23M	Sell	4,835 -161	-3%	-$39.9K	0.14%	45
2025 Q2	$1.18M	Buy	4,996 +15	+0.3%	+$3.35K	0.15%	45
2025 Q1	$1.1M	Buy	4,981 +438	+10%	+$105K	0.15%	47
2024 Q4	$1.09M	Sell	4,543 -425	-9%	-$105K	0.14%	49
2024 Q3	$1.18M	Buy	+4,968	New	+$1.13M	0.15%	49
2024 Q2	–	Sell	-5,085	Closed	-$1.16M	–	68
2024 Q1	$1.16M	Hold	5,085	–	–	0.17%	48
2023 Q4	$1.08M	Buy	5,085 +930	+22%	+$179K	0.17%	50
2023 Q3	$786K	Sell	4,155 -205	-5%	-$40.8K	0.14%	52
2023 Q2	$867K	Buy	4,360 +240	+6%	+$45.4K	0.15%	52
2023 Q1	$781K	Sell	4,120 -1,050	-20%	-$204K	0.15%	51
2022 Q4	$949K	Hold	5,170	–	–	0.2%	48
2022 Q3	$884K	Sell	5,170 -75	-1%	-$14.2K	0.2%	50
2022 Q2	$924K	Sell	5,245 -100	-2%	-$19.3K	0.17%	52
2022 Q1	$1.14M	Sell	5,345 -70	-1%	-$14.7K	0.18%	50
2021 Q4	$1.22M	Hold	5,415	–	–	0.19%	48
2021 Q3	$1.18M	Sell	5,415 -95	-2%	-$21.1K	0.2%	49
2021 Q2	$1.24M	Buy	5,510 +445	+9%	+$98.6K	0.21%	49
2021 Q1	$1.08M	Sell	5,065 -1,850	-27%	-$390K	0.2%	51
2020 Q4	$1.35M	Buy	6,915 +685	+11%	+$121K	0.26%	45
2020 Q3	$958K	Hold	6,230	–	–	0.21%	47
2020 Q2	$908K	Buy	6,230 +3,530	+131%	+$474K	0.22%	45
2020 Q1	$312K	Sell	2,700 -205	-7%	-$30.8K	0.09%	56
2019 Q4	$481K	Buy	2,905 +95	+3%	+$15.1K	0.11%	60
2019 Q3	$432K	Sell	2,810 -2,262	-45%	-$351K	0.11%	58
2019 Q2	$795K	Sell	5,072 -8,396	-62%	-$1.3M	0.2%	53
2019 Q1	$2.06M	Sell	13,468 -3,231	-19%	-$480K	0.45%	48
2018 Q4	$2.2M	Buy	16,699 +11,982	+254%	+$1.74M	0.55%	45
2018 Q3	$767K	Sell	4,717 -3,235	-41%	-$523K	0.16%	58
2018 Q2	$1.24M	Sell	7,952 -75	-0.9%	-$11.5K	0.3%	49
2018 Q1	$1.18M	Sell	8,027 -1,750	-18%	-$261K	0.28%	50
2017 Q4	$1.45M	Buy	9,777 +832	+9%	+$120K	0.34%	47
2017 Q3	$1.26M	Sell	8,945 -530	-6%	-$72.2K	0.33%	48
2017 Q2	$1.28M	Hold	9,475	–	–	0.33%	49
2017 Q1	$1.26M	Hold	9,475	–	–	0.34%	48
2016 Q4	$1.22M	Hold	9,475	–	–	0.33%	45
2016 Q3	$1.16M	Hold	9,475	–	–	0.34%	43
2016 Q2	$1.1M	Hold	9,475	–	–	0.33%	43
2016 Q1	$1.06M	Hold	9,475	–	–	0.31%	46
2015 Q4	$1.05M	Hold	9,475	–	–	0.32%	44
2015 Q3	$1.02M	Hold	9,475	–	–	0.35%	39
2015 Q2	$1.15M	Sell	9,475 -75	-0.8%	-$9.21K	0.33%	42
2015 Q1	$1.17M	Hold	9,550	–	–	0.36%	38
2014 Q4	$1.11M	Sell	9,550 -445	-4%	-$50.7K	0.33%	40
2014 Q3	$1.11M	Hold	9,995	–	–	0.37%	42
2014 Q2	$1.17M	Buy	9,995 +375	+4%	+$42K	0.4%	40
2014 Q1	$1.09M	Sell	9,620 -230	-2%	-$25.5K	0.4%	40
2013 Q4	$1.08M	Buy	+9,850	New	+$1.05M	0.42%	38

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stillwater Capital Advisors's VB Position: Q1 2026 in Review

Stillwater Capital Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 4,250 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #47.

Stillwater Capital Advisors first reported a position in VB in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.2M in Q4 2018. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Stillwater Capital Advisors held 4,250 shares of Vanguard Small-Cap ETF worth $1.11M as of Q1 2026.
Stillwater Capital Advisors left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.13% of Stillwater Capital Advisors's portfolio in Q1 2026, its #47 holding.
Stillwater Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 49 quarters since.
Stillwater Capital Advisors's Vanguard Small-Cap ETF position peaked at $2.2M in Q4 2018.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.