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DAGCO Inc’s Vanguard Small-Cap ETF VB Stock Holding History

DAGCO Inc’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 		$1.42M Buy
4,699
+38
+0.8% +$10.9K 0.26% 54
2026
Q1 		$1.22M Sell
4,661
-107
-2% -$29K 0.26% 53
2025
Q4 		$1.23M Sell
4,768
-21
-0.4% -$5.38K 0.28% 49
2025
Q3 		$1.22M Buy
4,789
+2
+0% +$496 0.31% 47
2025
Q2 		$1.13M Hold
4,787
– – 0.32% 48
2025
Q1 		$1.06M Sell
4,787
-248
-5% -$59.2K 0.34% 47
2024
Q4 		$1.21M Sell
5,035
-674
-12% -$166K 0.4% 44
2024
Q3 		$1.35M Sell
5,709
-15,777
-73% -$3.58M 0.56% 37
2024
Q2 		$4.68M Buy
21,486
+169
+0.8% +$37.1K 2.08% 14
2024
Q1 		$4.87M Buy
+21,317
New +$4.59M 2.22% 13
2023
Q4 		– Sell
-7,134
Closed -$2.9M – 275
2023
Q3 		$2.9M Sell
7,134
-13,826
-66% -$2.75M 1.49% 19
2023
Q2 		$4.17M Buy
20,960
+4,235
+25% +$800K 2.07% 13
2023
Q1 		$3.17M Buy
16,725
+7,479
+81% +$1.45M 1.7% 16
2022
Q4 		$1.7M Buy
9,246
+4,396
+91% +$815K 0.99% 32
2022
Q3 		$829K Buy
4,850
+999
+26% +$189K 0.52% 47
2022
Q2 		$678K Buy
3,851
+1,778
+86% +$343K 0.35% 61
2022
Q1 		$438K Buy
2,073
+168
+9% +$35.4K 0.2% 80
2021
Q4 		$431K Buy
1,905
+35
+2% +$7.95K 0.17% 87
2021
Q3 		$409K Buy
1,870
+115
+7% +$25.6K 0.18% 85
2021
Q2 		$395K Buy
1,755
+90
+5% +$19.9K 0.18% 89
2021
Q1 		$356K Buy
1,665
+17
+1% +$3.58K 0.18% 92
2020
Q4 		$321K Sell
1,648
-51
-3% -$9K 0.18% 94
2020
Q3 		$261K Buy
+1,699
New +$261K 0.18% 94

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

DAGCO Inc's VB Position: Q2 2026 in Review

DAGCO Inc increased its Vanguard Small-Cap ETF (VB) stake by 0.82% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,699 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #54.

DAGCO Inc first reported a position in VB in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.87M in Q1 2024. 744 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • DAGCO Inc held 4,699 shares of Vanguard Small-Cap ETF worth $1.42M as of Q2 2026.
  • DAGCO Inc bought 38 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Small-Cap ETF made up 0.26% of DAGCO Inc's portfolio in Q2 2026, its #54 holding.
  • DAGCO Inc first reported a position in Vanguard Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • DAGCO Inc's Vanguard Small-Cap ETF position peaked at $4.87M in Q1 2024.
  • 744 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.