DMKC Advisory Services’s Vanguard Morningstar 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

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

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

DMKC Advisory Services increased its Vanguard Morningstar 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. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

DMKC Advisory Services held 35,779 shares of Vanguard Morningstar Small-Cap ETF worth $10.8M as of Q2 2026.
DMKC Advisory Services bought 29,142 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.35M.
Vanguard Morningstar 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 Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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