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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
2025-12-31 $1.4M 5.5k 257.97
2025-09-30 $1.3M 5.1k 254.31
2025-06-30 $1.2M 5.0k 236.98
2025-03-31 $1.2M 5.4k 221.75
2024-12-31 $1.7M 6.9k 240.29

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Select Sector Spdr Tr State Street Tec (XLK)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (BILS)
Vaneck Etf Trust Gold Miners Etf (GDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

Top funds holding Vanguard Small-Cap ETF

Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF