David J. Yvars Group
VB icon

David J. Yvars Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

David J. Yvars 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 		$250K Hold
879
– – 0.12% 85
2026
Q2 		$266K Buy
+879
New +$252K 0.13% 75

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Gibraltar Capital Management
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David J. Yvars Group's VB Position: Q3 2026 in Review

David J. Yvars Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 879 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #85.

David J. Yvars Group first reported a position in VB in Q2 2026 and has held it in 2 quarters since. The position peaked at $266K in Q2 2026. 981 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • David J. Yvars Group held 879 shares of Vanguard Morningstar Small-Cap ETF worth $250K as of Q3 2026.
  • David J. Yvars Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of David J. Yvars Group's portfolio in Q3 2026, its #85 holding.
  • David J. Yvars Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • David J. Yvars Group's Vanguard Morningstar Small-Cap ETF position peaked at $266K in Q2 2026.
  • 981 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.