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Dynamic Advisor Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Dynamic Advisor Solutions’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 		$9.53M Sell
31,446
-357
-1% -$102K 0.27% 81
2026
Q1 		$8.33M Buy
31,803
+66
+0.2% +$17.9K 0.26% 84
2025
Q4 		$8.19M Sell
31,737
-1,586
-5% -$406K 0.26% 85
2025
Q3 		$8.47M Sell
33,323
-2,473
-7% -$613K 0.25% 94
2025
Q2 		$8.48M Sell
35,796
-4,096
-10% -$914K 0.26% 92
2025
Q1 		$8.85M Buy
+39,892
New +$9.53M 0.29% 84
2024
Q4 		– Sell
-61,256
Closed -$14.5M – 872
2024
Q3 		$14.5M Sell
61,256
-2,648
-4% -$602K 0.44% 55
2024
Q2 		$13.9M Buy
63,904
+9,808
+18% +$2.15M 0.44% 51
2024
Q1 		$12.4M Buy
54,096
+618
+1% +$133K 0.42% 53
2023
Q4 		$11.1M Buy
53,478
+6,902
+15% +$1.33M 0.41% 56
2023
Q3 		$8.81M Buy
46,576
+14,546
+45% +$2.9M 0.42% 53
2023
Q2 		$6.37M Buy
32,030
+6,306
+25% +$1.19M 0.33% 74
2023
Q1 		$4.88M Buy
25,724
+18,411
+252% +$3.57M 0.29% 92
2022
Q4 		$1.34M Sell
7,313
-617
-8% -$114K 0.09% 237
2022
Q3 		$1.35M Buy
7,930
+192
+2% +$36.3K 0.1% 206
2022
Q2 		$1.36M Buy
7,738
+410
+6% +$79.2K 0.1% 211
2022
Q1 		$1.56M Buy
7,328
+1,117
+18% +$235K 0.11% 196
2021
Q4 		$1.4M Sell
6,211
-474
-7% -$108K 0.1% 215
2021
Q3 		$1.46M Buy
6,685
+1,542
+30% +$343K 0.11% 211
2021
Q2 		$1.16M Buy
5,143
+564
+12% +$125K 0.09% 251
2021
Q1 		$980K Sell
4,579
-19,846
-81% -$4.18M 0.09% 249
2020
Q4 		$4.75M Buy
24,425
+994
+4% +$175K 0.44% 57
2020
Q3 		$3.6M Buy
23,431
+349
+2% +$53.6K 0.41% 63
2020
Q2 		$3.36M Buy
23,082
+1,835
+9% +$246K 0.45% 51
2020
Q1 		$2.45M Sell
21,247
-554
-3% -$83.3K 0.45% 52
2019
Q4 		$3.61M Sell
21,801
-35
-0.2% -$5.58K 0.49% 46
2019
Q3 		$3.36M Sell
21,836
-114
-0.5% -$17.7K 0.52% 47
2019
Q2 		$3.44M Buy
21,950
+824
+4% +$127K 0.55% 42
2019
Q1 		$3.23M Buy
21,126
+43
+0.2% +$6.39K 0.61% 38
2018
Q4 		$3.07M Sell
21,083
-2,247
-10% -$327K 0.65% 33
2018
Q3 		$3.79M Buy
23,330
+199
+0.9% +$32.2K 0.79% 29
2018
Q2 		$3.6M Buy
23,131
+186
+0.8% +$28.5K 0.82% 28
2018
Q1 		$3.37M Buy
22,945
+85
+0.4% +$12.7K 0.87% 26
2017
Q4 		$3.38M Sell
22,860
-869
-4% -$126K 1.11% 23
2017
Q3 		$3.35M Buy
23,729
+459
+2% +$62.5K 1.33% 18
2017
Q2 		$3.15M Buy
23,270
+80
+0.3% +$10.7K 1.22% 19
2017
Q1 		$3.09M Buy
23,190
+196
+0.9% +$25.9K 1.2% 21
2016
Q4 		$2.96M Buy
22,994
+4,246
+23% +$527K 1.18% 23
2016
Q3 		$2.29M Buy
18,748
+662
+4% +$80.1K 0.87% 26
2016
Q2 		$2.09M Buy
18,086
+257
+1% +$29.2K 0.85% 32
2016
Q1 		$1.99M Buy
17,829
+69
+0.4% +$7.15K 0.84% 33
2015
Q4 		$1.97M Buy
17,760
+967
+6% +$110K 0.81% 35
2015
Q3 		$1.81M Buy
+16,793
New +$1.96M 0.91% 34
2015
Q2 		– Sell
-15,860
Closed -$1.94M – 190
2015
Q1 		$1.94M Buy
15,860
+330
+2% +$39.1K 0.97% 28
2014
Q4 		$1.81M Buy
15,530
+571
+4% +$65K 0.97% 29
2014
Q3 		$1.66M Buy
14,959
+609
+4% +$69.8K 0.9% 28
2014
Q2 		$1.68M Sell
14,350
-50
-0.3% -$5.59K 1.01% 27
2014
Q1 		$1.63M Buy
14,400
+2,228
+18% +$247K 1.11% 25
2013
Q4 		$1.34M Buy
+12,172
New +$1.3M 0.99% 28

Other funds holding VB

GC
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Dynamic Advisor Solutions's VB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $102K and leaving 31,446 shares worth $9.53M. The position accounts for 0.27% of the portfolio, ranked #81.

Dynamic Advisor Solutions first reported a position in VB in Q4 2013 and has held it in 49 quarters since. The position peaked at $14.5M in Q3 2024. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Dynamic Advisor Solutions held 31,446 shares of Vanguard Small-Cap ETF worth $9.53M as of Q2 2026.
  • Dynamic Advisor Solutions sold 357 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Small-Cap ETF made up 0.27% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #81 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Vanguard Small-Cap ETF position peaked at $14.5M in Q3 2024.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.