Dala Group
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Dala Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Dala Group’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
Q3 		$928K Sell
3,262
-42
-1% -$12.5K 0.69% 27
2026
Q2 		$1M Sell
3,304
-326
-9% -$93.4K 0.83% 26
2026
Q1 		$951K Sell
3,630
-3,427
-49% -$927K 0.79% 27
2025
Q4 		$1.82M Buy
+7,057
New +$1.81M 1.58% 20

Other funds holding VB

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Dala Group's VB Position: Q3 2026 in Review

Dala Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.3% in Q3 2026, selling an estimated $12.5K and leaving 3,262 shares worth $928K. The position accounts for 0.69% of the portfolio, ranked #27.

Dala Group first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q4 2025. 1,200 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Dala Group held 3,262 shares of Vanguard Morningstar Small-Cap ETF worth $928K as of Q3 2026.
  • Dala Group sold 42 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $12.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.69% of Dala Group's portfolio in Q3 2026, its #27 holding.
  • Dala Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.82M in Q4 2025.
  • 1,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.