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Dravo Bay’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Dravo Bay’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
Q1 		$392K Buy
1,495
+555
+59% +$150K 0.16% 41
2025
Q4 		$242K Sell
940
-12
-1% -$3.07K 0.1% 49
2025
Q3 		$242K Sell
952
-22
-2% -$5.46K 0.11% 45
2025
Q2 		$231K Buy
974
+3
+0.3% +$669 0.11% 47
2025
Q1 		$215K Sell
971
-328
-25% -$78.3K 0.11% 46
2024
Q4 		$312K Buy
1,299
+344
+36% +$84.6K 0.15% 48
2024
Q3 		$227K Sell
955
-332
-26% -$75.4K 0.12% 45
2024
Q2 		$281K Hold
1,287
– – 0.16% 45
2024
Q1 		$294K Buy
1,287
+260
+25% +$55.9K 0.18% 45
2023
Q4 		$219K Sell
1,027
-55
-5% -$10.6K 0.15% 45
2023
Q3 		$205K Buy
+1,082
New +$216K 0.15% 43
2022
Q2 		– Sell
-972
Closed -$207K – 155
2022
Q1 		$207K Sell
972
-4
-0.4% -$842 0.16% 37
2021
Q4 		$200K Buy
+976
New +$222K 0.17% 36

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dravo Bay's VB Position: Q1 2026 in Review

Dravo Bay increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 59% in Q1 2026, buying an estimated $150K and bringing the position to 1,495 shares worth $392K. The position accounts for 0.16% of the portfolio, ranked #41.

Dravo Bay first reported a position in VB in Q4 2021 and has held it in 13 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Dravo Bay held 1,495 shares of Vanguard Morningstar Small-Cap ETF worth $392K as of Q1 2026.
  • Dravo Bay bought 555 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Dravo Bay's portfolio in Q1 2026, its #41 holding.
  • Dravo Bay first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Dravo Bay's 13F filing for Q1 2026, filed 7 May 2026.