DCM
VB icon

Davis Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Davis Capital Management’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 		$20.2K Buy
71
+18
+34% +$5.36K 0.01% 215
2026
Q2 		$16.1K Buy
53
+13
+33% +$3.73K 0.01% 231
2026
Q1 		$10.4K Hold
40
– – 0.01% 221
2025
Q4 		$10.3K Hold
40
– – 0.01% 227
2025
Q3 		$10.1K Buy
+40
New +$9.92K 0.01% 222
2025
Q1 		$11.6K Buy
53
+13
+33% +$3.1K 0.01% 217
2024
Q4 		$9.5K Buy
40
+1
+3% +$246 0.01% 229
2024
Q3 		$9.34K Buy
+39
New +$8.86K 0.01% 237
2020
Q2 		$3K Hold
19
– – 0.01% 238
2020
Q1 		$2K Buy
+19
New +$2.85K ﹤0.01% 241

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Davis Capital Management's VB Position: Q3 2026 in Review

Davis Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 34% in Q3 2026, buying an estimated $5.36K and bringing the position to 71 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #215.

Davis Capital Management first reported a position in VB in Q1 2020 and has held it in 10 quarters since. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Davis Capital Management held 71 shares of Vanguard Morningstar Small-Cap ETF worth $20.2K as of Q3 2026.
  • Davis Capital Management bought 18 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $5.36K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Davis Capital Management's portfolio in Q3 2026, its #215 holding.
  • Davis Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 10 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.