Dala Group
VBR icon

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

Dala Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$432K Buy
1,870
+298
+19% +$72.7K 0.32% 37
2026
Q2 		$382K Sell
1,572
-1,029
-40% -$239K 0.31% 43
2026
Q1 		$563K Sell
2,601
-2,812
-52% -$629K 0.47% 36
2025
Q4 		$1.15M Buy
+5,413
New +$1.13M 0.99% 27

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Dala Group's VBR Position: Q3 2026 in Review

Dala Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 19% in Q3 2026, buying an estimated $72.7K and bringing the position to 1,870 shares worth $432K. The position accounts for 0.32% of the portfolio, ranked #37.

Dala Group first reported a position in VBR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 833 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Dala Group held 1,870 shares of Vanguard Morningstar Small-Cap Value ETF worth $432K as of Q3 2026.
  • Dala Group bought 298 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $72.7K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.32% of Dala Group's portfolio in Q3 2026, its #37 holding.
  • Dala Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.15M in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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