VCM
VB icon

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

Viewpoint 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 		$3.17M Hold
10,453
– – 1.61% 17
2026
Q1 		$2.74M Hold
10,453
– – 1.28% 22
2025
Q4 		$2.7M Hold
10,453
– – 1.17% 25
2025
Q3 		$2.66M Hold
10,453
– – 1.17% 24
2025
Q2 		$2.48M Buy
10,453
+50
+0.5% +$11.2K 1.22% 24
2025
Q1 		$2.31M Buy
10,403
+123
+1% +$29.4K 1.24% 26
2024
Q4 		$2.47M Hold
10,280
– – 1.3% 23
2024
Q3 		$2.44M Hold
10,280
– – 1.36% 23
2024
Q2 		$2.24M Hold
10,280
– – 1.37% 23
2024
Q1 		$2.35M Hold
10,280
– – 1.49% 21
2023
Q4 		$2.19M Hold
10,280
– – 1.53% 20
2023
Q3 		$1.94M Sell
10,280
-123
-1% -$24.5K 1.55% 21
2023
Q2 		$2.07M Hold
10,403
– – 1.6% 20
2023
Q1 		$1.97M Hold
10,403
– – 1.77% 19
2022
Q4 		$1.91M Buy
10,403
+414
+4% +$76.7K 1.85% 18
2022
Q3 		$1.71M Buy
9,989
+609
+6% +$115K 1.69% 19
2022
Q2 		$1.65M Buy
9,380
+2,079
+28% +$401K 1.55% 20
2022
Q1 		$1.55M Hold
7,301
– – 1.2% 24
2021
Q4 		$1.65M Buy
+7,301
New +$1.66M 1.2% 24

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

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

Viewpoint Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 10,453 shares worth $3.17M. The position accounts for 1.61% of the portfolio, ranked #17.

Viewpoint Capital Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 1,438 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Viewpoint Capital Management held 10,453 shares of Vanguard Morningstar Small-Cap ETF worth $3.17M as of Q2 2026.
  • Viewpoint Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 1.61% of Viewpoint Capital Management's portfolio in Q2 2026, its #17 holding.
  • Viewpoint Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.