Daymark Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Daymark Wealth Partners’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 Q2	$23.7M	Buy	78,096 +723	+0.9%	+$207K	0.58%	40
2026 Q1	$20.3M	Sell	77,373 -323	-0.4%	-$87.4K	0.64%	34
2025 Q4	$20M	Buy	77,696 +47	+0.1%	+$12K	0.64%	37
2025 Q3	$19.7M	Buy	77,649 +364	+0.5%	+$90.3K	0.67%	35
2025 Q2	$18.3M	Buy	77,285 +1,874	+2%	+$418K	0.7%	36
2025 Q1	$16.7M	Buy	75,411 +3,268	+5%	+$780K	0.72%	33
2024 Q4	$17.3M	Buy	72,143 +2,052	+3%	+$505K	0.73%	31
2024 Q3	$16.6M	Buy	70,091 +581	+0.8%	+$132K	0.7%	33
2024 Q2	$15.2M	Buy	69,510 +9,366	+16%	+$2.06M	0.7%	32
2024 Q1	$13.7M	Buy	60,144 +3,159	+6%	+$680K	0.74%	35
2023 Q4	$12.2M	Buy	56,985 +919	+2%	+$177K	0.75%	34
2023 Q3	$10.6M	Buy	56,066 +22,839	+69%	+$4.55M	0.73%	34
2023 Q2	$6.61M	Buy	+33,227	New	+$6.28M	0.49%	49

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Daymark Wealth Partners's VB Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.93% in Q2 2026, buying an estimated $207K and bringing the position to 78,096 shares worth $23.7M. The position accounts for 0.58% of the portfolio, ranked #40.

Daymark Wealth Partners first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Daymark Wealth Partners held 78,096 shares of Vanguard Morningstar Small-Cap ETF worth $23.7M as of Q2 2026.
Daymark Wealth Partners bought 723 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $207K.
Vanguard Morningstar Small-Cap ETF made up 0.58% of Daymark Wealth Partners's portfolio in Q2 2026, its #40 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.