DMKC Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

DMKC Advisory Services’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	$10.8M	Buy	35,779 +29,142	+439%	+$8.35M	2.05%	11
2026 Q1	$1.74M	Buy	6,637 +491	+8%	+$133K	0.72%	52
2025 Q4	$1.59M	Buy	6,146 +778	+14%	+$199K	0.7%	55
2025 Q3	$1.37M	Buy	5,368 +738	+16%	+$183K	0.69%	54
2025 Q2	$1.13M	Buy	4,630 +844	+22%	+$188K	0.59%	53
2025 Q1	$840K	Buy	3,786 +72	+2%	+$17.2K	0.76%	43
2024 Q4	$892K	Buy	+3,714	New	+$914K	0.81%	43

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

DMKC Advisory Services's VB Position: Q2 2026 in Review

DMKC Advisory Services increased its Vanguard Small-Cap ETF (VB) stake by 439% in Q2 2026, buying an estimated $8.35M and bringing the position to 35,779 shares worth $10.8M. The position accounts for 2.05% of the portfolio, ranked #11.

DMKC Advisory Services first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

DMKC Advisory Services held 35,779 shares of Vanguard Small-Cap ETF worth $10.8M as of Q2 2026.
DMKC Advisory Services bought 29,142 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $8.35M.
Vanguard Small-Cap ETF made up 2.05% of DMKC Advisory Services's portfolio in Q2 2026, its #11 holding.
DMKC Advisory Services first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.