DeDora Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.1M | Buy |
86,239
+6,677
| +8% | +$1.91M | 5.68% | 5 |
|
|
2026
Q1 | $20.8M | Buy |
79,562
+695
| +0.9% | +$188K | 5.11% | 5 |
|
|
2025
Q4 | $20.3M | Buy |
78,867
+2,350
| +3% | +$602K | 4.82% | 5 |
|
|
2025
Q3 | $19.5M | Buy |
76,517
+1,557
| +2% | +$386K | 4.7% | 5 |
|
|
2025
Q2 | $17.8M | Buy |
74,960
+2,332
| +3% | +$520K | 4.64% | 5 |
|
|
2025
Q1 | $16.1M | Buy |
72,628
+475
| +0.7% | +$113K | 4.64% | 5 |
|
|
2024
Q4 | $17.3M | Buy |
72,153
+648
| +0.9% | +$159K | 4.75% | 5 |
|
|
2024
Q3 | $17M | Buy |
71,505
+3,203
| +5% | +$728K | 4.74% | 5 |
|
|
2024
Q2 | $14.9M | Buy |
68,302
+3,550
| +5% | +$780K | 4.57% | 6 |
|
|
2024
Q1 | $14.8M | Buy |
64,752
+9,745
| +18% | +$2.1M | 4.71% | 5 |
|
|
2023
Q4 | $11.7M | Buy |
55,007
+402
| +0.7% | +$77.5K | 4.12% | 8 |
|
|
2023
Q3 | $10.3M | Buy |
54,605
+667
| +1% | +$133K | 4.07% | 8 |
|
|
2023
Q2 | $10.7M | Buy |
53,938
+1,502
| +3% | +$284K | 4.16% | 7 |
|
|
2023
Q1 | $9.94M | Buy |
52,436
+304
| +0.6% | +$59K | 4.24% | 7 |
|
|
2022
Q4 | $9.57M | Buy |
52,132
+1,106
| +2% | +$205K | 4.54% | 5 |
|
|
2022
Q3 | $8.72M | Sell |
51,026
-68
| -0.1% | -$12.8K | 4.54% | 6 |
|
|
2022
Q2 | $9M | Buy |
51,094
+1,946
| +4% | +$376K | 4.53% | 5 |
|
|
2022
Q1 | $10.4M | Buy |
+49,148
| New | +$10.3M | 4.22% | 6 |
|
|
2021
Q4 | – | Sell |
-48,808
| Closed | -$10.7M | – | 105 |
|
|
2021
Q3 | $10.7M | Buy |
48,808
+77
| +0.2% | +$17.1K | 4.64% | 5 |
|
|
2021
Q2 | $11M | Sell |
48,731
-2,316
| -5% | -$513K | 4.79% | 5 |
|
|
2021
Q1 | $10.9M | Buy |
51,047
+82
| +0.2% | +$17.3K | 5.17% | 5 |
|
|
2020
Q4 | $9.92M | Buy |
50,965
+67
| +0.1% | +$11.8K | 4.9% | 5 |
|
|
2020
Q3 | $7.83M | Sell |
50,898
-1,409
| -3% | -$216K | 4.37% | 6 |
|
|
2020
Q2 | $7.62M | Sell |
52,307
-22,743
| -30% | -$3.05M | 4.6% | 6 |
|
|
2020
Q1 | $8.66M | Buy |
75,050
+4,577
| +6% | +$688K | 6.54% | 3 |
|
|
2019
Q4 | $11.7M | Buy |
70,473
+3,443
| +5% | +$548K | 7.03% | 2 |
|
|
2019
Q3 | $10.3M | Buy |
67,030
+630
| +0.9% | +$97.7K | 7.14% | 3 |
|
|
2019
Q2 | $10.4M | Buy |
66,400
+2,595
| +4% | +$401K | 7.32% | 3 |
|
|
2019
Q1 | $9.75M | Buy |
63,805
+343
| +0.5% | +$51K | 7.35% | 3 |
|
|
2018
Q4 | $8.38M | Sell |
63,462
-594
| -0.9% | -$86.5K | 7.41% | 3 |
|
|
2018
Q3 | $10.4M | Sell |
64,056
-2,288
| -3% | -$370K | 7.89% | 2 |
|
|
2018
Q2 | $10.3M | Buy |
66,344
+4,723
| +8% | +$723K | 8.14% | 2 |
|
|
2018
Q1 | $9.05M | Buy |
61,621
+2,117
| +4% | +$316K | 7.36% | 2 |
|
|
2017
Q4 | $8.79M | Buy |
+59,504
| New | +$8.61M | 7.28% | 2 |
|
Other funds holding VB
MWM
GC
S
NHC
DeDora Capital's VB Position: Q2 2026 in Review
DeDora Capital increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.4% in Q2 2026, buying an estimated $1.91M and bringing the position to 86,239 shares worth $26.1M. The position accounts for 5.68% of the portfolio, ranked #5.
DeDora Capital first reported a position in VB in Q4 2017 and has held it in 34 quarters since. 1,654 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- DeDora Capital held 86,239 shares of Vanguard Morningstar Small-Cap ETF worth $26.1M as of Q2 2026.
- DeDora Capital bought 6,677 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.91M.
- Vanguard Morningstar Small-Cap ETF made up 5.68% of DeDora Capital's portfolio in Q2 2026, its #5 holding.
- DeDora Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.