Wall Capital Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wall Capital Group’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	$219K	Buy	+723	New	+$207K	0.18%	30
2023 Q1	–	Sell	-681	Closed	-$131K	–	36
2022 Q4	$131K	Buy	+681	New	+$126K	0.18%	17
2019 Q1	–	Sell	-24,278	Closed	-$3.2M	–	25
2018 Q4	$3.2M	Buy	24,278 +228	+0.9%	+$33.2K	1.91%	4
2018 Q3	$3.91M	Hold	24,050	–	–	2%	4
2018 Q2	$3.74M	Buy	24,050 +58	+0.2%	+$8.87K	2.07%	14
2018 Q1	$3.52M	Buy	23,992 +75	+0.3%	+$11.2K	2.03%	14
2017 Q4	$3.54M	Buy	23,917 +123	+0.5%	+$17.8K	2.24%	11
2017 Q3	$3.36M	Buy	23,794 +89	+0.4%	+$12.1K	2.17%	13
2017 Q2	$3.21M	Sell	23,705 -157	-0.7%	-$21K	2.18%	12
2017 Q1	$3.18M	Buy	+23,862	New	+$3.16M	2.52%	12

Other funds holding VB

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Wall Capital Group's VB Position: Q2 2026 in Review

Wall Capital Group opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 723 shares worth $219K. The stake represents 0.18% of the portfolio and ranks #30 among its holdings. This is a return to the name: Wall Capital Group previously reported a position in VB as recently as Q4 2022.

Wall Capital Group first reported a position in VB in Q1 2017 and has held it in 10 quarters since. The position peaked at $3.91M in Q3 2018. 1,564 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wall Capital Group held 723 shares of Vanguard Morningstar Small-Cap ETF worth $219K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Wall Capital Group position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Wall Capital Group's portfolio in Q2 2026, its #30 holding.
Wall Capital Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 10 quarters since.
Wall Capital Group's Vanguard Morningstar Small-Cap ETF position peaked at $3.91M in Q3 2018.
1,564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.