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

DDD 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 Q1	$217K	Hold	830	–	–	0.02%	129
2025 Q4	$214K	Hold	830	–	–	0.01%	123
2025 Q3	$211K	Buy	+830	New	+$206K	0.01%	122
2024 Q1	–	Sell	-1,332	Closed	-$284K	–	95
2023 Q4	$284K	Hold	1,332	–	–	0.04%	76
2023 Q3	$247K	Hold	1,332	–	–	0.04%	83
2023 Q2	$265K	Buy	+1,332	New	+$252K	0.04%	78

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DDD Partners's VB Position: Q1 2026 in Review

DDD Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 830 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #129.

DDD Partners first reported a position in VB in Q2 2023 and has held it in 6 quarters since. The position peaked at $284K in Q4 2023. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

DDD Partners held 830 shares of Vanguard Morningstar Small-Cap ETF worth $217K as of Q1 2026.
DDD Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of DDD Partners's portfolio in Q1 2026, its #129 holding.
DDD Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 6 quarters since.
DDD Partners's Vanguard Morningstar Small-Cap ETF position peaked at $284K in Q4 2023.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.