DL
VB icon

DOHJ LLC’s Vanguard Small-Cap ETF VB Stock Holding History

DOHJ LLC’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
2025
Q3 		– Sell
-8,820
Closed -$1.86M – 133
2025
Q2 		$1.86M Buy
8,820
+7,557
+598% +$1.69M 0.54% 52
2025
Q1 		$280K Buy
+1,263
New +$302K 0.06% 142
2024
Q4 		– Sell
-924
Closed -$217K – 147
2024
Q3 		$217K Sell
924
-2,774
-75% -$630K 0.05% 140
2024
Q2 		$806K Sell
3,698
-649
-15% -$143K 0.2% 85
2024
Q1 		$994K Sell
4,347
-1,610
-27% -$346K 0.26% 74
2023
Q4 		$1.27M Sell
5,957
-23,357
-80% -$4.5M 0.38% 61
2023
Q3 		$5.47M Buy
29,314
+1,833
+7% +$365K 2.44% 11
2023
Q2 		$5.47M Buy
27,481
+14
+0.1% +$2.65K 2.34% 12
2023
Q1 		$5.21M Sell
27,467
-1,013
-4% -$196K 2.63% 15
2022
Q4 		$5.23M Buy
28,480
+3,129
+12% +$580K 2.94% 10
2022
Q3 		$4.33M Buy
25,351
+1,820
+8% +$344K 2.93% 9
2022
Q2 		$4.14M Buy
23,531
+18,665
+384% +$3.6M 2.36% 12
2022
Q1 		$1.03M Buy
4,866
+320
+7% +$67.4K 0.5% 44
2021
Q4 		$1.03M Buy
4,546
+1,525
+50% +$347K 0.46% 50
2021
Q3 		$693K Buy
+3,021
New +$672K 0.33% 64

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DOHJ LLC's VB Position: Q3 2025 in Review

DOHJ LLC sold out of Vanguard Small-Cap ETF (VB) in Q3 2025, closing a stake of 8,820 shares — an estimated $1.86M sold.

DOHJ LLC first reported a position in VB in Q3 2021 and held it in 15 quarters. The position peaked at $5.47M in Q3 2023. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • DOHJ LLC reported no remaining Vanguard Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 8,820 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $1.86M.
  • DOHJ LLC first reported a position in Vanguard Small-Cap ETF in Q3 2021 and held it in 15 quarters.
  • DOHJ LLC's Vanguard Small-Cap ETF position peaked at $5.47M in Q3 2023.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.