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Vanguard Small-Cap ETF shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 6.7k 303.12

More positions owned by Capstone Wealth Management Group

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Select Sector Spdr Tr St Str Techn Etf (XLK)
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Exxon Mobil Corporation (XOM)
Lam Research Corp Com New (LRCX)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Select Sector Spdr Tr St Str Finl Etf (XLF)
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Select Sector Spdr Tr St Str Care Etf (XLV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Capstone Wealth Management Group

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Mercer Global Advisors
LPL Financial
Jones Financial Companies, L.L
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company
Raymond James Financial
Mariner Wealth Advisors
Ameriprise Financial
Royal Bank of Canada
Creative Planning

View all funds holding Vanguard Small-Cap ETF