Dorval Corp’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Dorval Corp’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	$14M	Buy	46,172 +728	+2%	+$209K	4.03%	15
2026 Q1	$11.9M	Buy	45,444 +240	+0.5%	+$64.9K	3.69%	16
2025 Q4	$11.7M	Buy	45,204 +1,967	+5%	+$504K	3.72%	14
2025 Q3	$11M	Buy	43,237 +1,793	+4%	+$445K	3.64%	16
2025 Q2	$9.82M	Buy	41,444 +1,827	+5%	+$408K	3.51%	16
2025 Q1	$9.41M	Buy	39,617 +364	+0.9%	+$86.9K	3.79%	14
2024 Q4	$9.43M	Buy	39,253 +1,095	+3%	+$269K	3.75%	15
2024 Q3	$8.91M	Buy	38,158 +243	+0.6%	+$55.2K	3.66%	15
2024 Q2	$8.43M	Buy	37,915 +908	+2%	+$199K	3.71%	15
2024 Q1	$8.13M	Buy	37,007 +235	+0.6%	+$50.5K	3.76%	15
2023 Q4	$7.84M	Buy	+36,772	New	+$7.09M	3.75%	15

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

Dorval Corp's VB Position: Q2 2026 in Review

Dorval Corp increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, buying an estimated $209K and bringing the position to 46,172 shares worth $14M. The position accounts for 4.03% of the portfolio, ranked #15.

Dorval Corp first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Dorval Corp held 46,172 shares of Vanguard Morningstar Small-Cap ETF worth $14M as of Q2 2026.
Dorval Corp bought 728 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $209K.
Vanguard Morningstar Small-Cap ETF made up 4.03% of Dorval Corp's portfolio in Q2 2026, its #15 holding.
Dorval Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Dorval Corp's 13F filing for Q2 2026, filed 24 Jul 2026.