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 Q3	$239K	Buy	841 +10	+1%	+$2.98K	0.01%	151
2026 Q2	$252K	Buy	831 +1	+0.1%	+$287	0.02%	146
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

DDD Partners's VB Position: Q3 2026 in Review

DDD Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q3 2026, buying an estimated $2.98K and bringing the position to 841 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #151.

DDD Partners first reported a position in VB in Q2 2023 and has held it in 8 quarters since. The position peaked at $284K in Q4 2023. 1,539 funds tracked by Wall St. Rank hold VB as of Q3 2026.

DDD Partners held 841 shares of Vanguard Morningstar Small-Cap ETF worth $239K as of Q3 2026.
DDD Partners bought 10 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.98K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of DDD Partners's portfolio in Q3 2026, its #151 holding.
DDD Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 8 quarters since.
DDD Partners's Vanguard Morningstar Small-Cap ETF position peaked at $284K in Q4 2023.
1,539 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.