TCM
VB icon

Telos Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Telos Capital Management’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 		$285K Buy
+940
New +$269K 0.03% 177
2026
Q1 		– Sell
-783
Closed -$202K – 200
2025
Q4 		$202K Buy
+783
New +$201K 0.02% 194

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Telos Capital Management's VB Position: Q2 2026 in Review

Telos Capital Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 940 shares worth $285K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Telos Capital Management previously reported a position in VB as recently as Q4 2025.

Telos Capital Management first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Telos Capital Management held 940 shares of Vanguard Small-Cap ETF worth $285K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Telos Capital Management position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.03% of Telos Capital Management's portfolio in Q2 2026, its #177 holding.
  • Telos Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.