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JDM Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

JDM Financial Group’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 		$13.6M Buy
120,569
+26,155
+28% +$7.5M 4.63% 7
2026
Q1 		$12M Buy
94,414
+3,911
+4% +$1.06M 4.62% 7
2025
Q4 		$11.2M Buy
90,503
+44,476
+97% +$11.4M 4.34% 8
2025
Q3 		$10.9M Buy
46,027
+406
+0.9% +$101K 4.59% 8
2025
Q2 		$10.8M Buy
45,621
+1,447
+3% +$323K 5.1% 7
2025
Q1 		$9.8M Buy
44,174
+1,408
+3% +$336K 4.97% 7
2024
Q4 		$10.3M Buy
42,766
+238
+0.6% +$58.6K 5.34% 7
2024
Q3 		$10.1M Buy
42,528
+4,193
+11% +$953K 5.48% 7
2024
Q2 		$8.36M Buy
38,335
+2,672
+7% +$587K 5.65% 5
2024
Q1 		$8.15M Buy
35,663
+3,188
+10% +$686K 5.94% 5
2023
Q4 		$6.93M Buy
32,475
+166
+0.5% +$32K 5.75% 5
2023
Q3 		$6.11M Sell
32,309
-354
-1% -$70.5K 5.63% 5
2023
Q2 		$6.5M Buy
32,663
+401
+1% +$75.8K 5.64% 5
2023
Q1 		$6.12M Sell
32,262
-1,045
-3% -$203K 5.63% 5
2022
Q4 		$6.11M Buy
+33,307
New +$6.17M 5.85% 5

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JDM Financial Group's VB Position: Q2 2026 in Review

JDM Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 28% in Q2 2026, buying an estimated $7.5M and bringing the position to 120,569 shares worth $13.6M. The position accounts for 4.63% of the portfolio, ranked #7.

JDM Financial Group first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • JDM Financial Group held 120,569 shares of Vanguard Morningstar Small-Cap ETF worth $13.6M as of Q2 2026.
  • JDM Financial Group bought 26,155 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.5M.
  • Vanguard Morningstar Small-Cap ETF made up 4.63% of JDM Financial Group's portfolio in Q2 2026, its #7 holding.
  • JDM Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.