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B&D White Capital Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

B&D White Capital Company’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
Q1 		– Sell
-3,339
Closed -$861K – 83
2025
Q4 		$861K Hold
3,339
– – 0.1% 58
2025
Q3 		$849K Buy
+3,339
New +$828K 0.11% 57

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B&D White Capital Company's VB Position: Q1 2026 in Review

B&D White Capital Company sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 3,339 shares — an estimated $861K sold.

B&D White Capital Company first reported a position in VB in Q3 2025 and held it in 2 quarters. The position peaked at $861K in Q4 2025. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • B&D White Capital Company reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • B&D White Capital Company sold 3,339 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $861K.
  • B&D White Capital Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • B&D White Capital Company's Vanguard Morningstar Small-Cap ETF position peaked at $861K in Q4 2025.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.