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

Other funds holding VB

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Center for Financial Planning
Center for Financial Planning Southfied, Michigan $1.08B AUM 12.2% 1-Year Est. Return

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. 945 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.
  • 945 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.