VB — Vanguard Small Cap ETF

Ownership history in Capital Advantage, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Capital Advantage, Inc. reported a position in Vanguard Small Cap ETF (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.29% (2024 Q4)
Avg. % of fund
0.64%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,972 +8,620 +36.9% 1.11% $8.2M $257.95
2025 Q3 ADDED 23,352 +2,318 +11.0% 0.89% $5.9M $253.38
2025 Q2 REDUCED 21,034 -8,511 -28.8% 0.79% $5.0M $235.40
2025 Q1 UNCHANGED 29,545 — 0% 1.29% $7.1M $219.54
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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