VB VANGUARD SMALL CAP ETF COM

Ownership history in DAVIS R M INC  ·  60 quarters on record

AI Ownership Summary

DAVIS R M INC reported VANGUARD SMALL CAP ETF COM (VB) in 60 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.62% in 2025 Q4. The latest visible filing shows VB at 2.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAVIS R M INC's position in VANGUARD SMALL CAP ETF COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VB was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DAVIS R M INC held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 589,056 +69,017 +13.3% 2.62% $151.9M 2026-02-14 (Est.) $276.30
2025 Q3 ADDED 520,039 +4,721 +0.9% 2.31% $132.2M 2025-11-12 $255.10
2025 Q2 ADDED 515,318 +147 +0.0% 2.26% $122.1M 2025-08-07 $238.72
2025 Q1 ADDED 515,171 +8,512 +1.7% 2.29% $114.2M 2025-05-08 $221.40
2024 Q4 ADDED 506,659 +15,318 +3.1% 2.38% $121.7M 2025-02-07 $244.25
2024 Q3 ADDED 491,341 +29,431 +6.4% 2.25% $116.6M 2024-11-13 $247.56
2024 Q2 ADDED 461,910 +21,255 +4.8% 2.04% $100.7M 2024-08-09 $215.64
2024 Q1 ADDED 440,655 +25,271 +6.1% 2.11% $100.7M 2024-05-10 $217.12
2023 Q4 ADDED 415,384 +36,102 +9.5% 2.04% $88.6M 2024-02-09 $208.29
2023 Q3 ADDED 379,282 +16,229 +4.5% 1.80% $71.7M 2023-11-14 $185.22
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DAVIS R M INC and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has DAVIS R M INC reported owning VB?

DAVIS R M INC reported VB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VB position in DAVIS R M INC's portfolio?

The largest reported portfolio weight for VB was 2.62% in 2025 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when DAVIS R M INC reported 589,056 shares, equal to 2.62% of portfolio, with an estimated market value of $151.9M.

What does the chart on this VB ownership page compare?

The chart compares DAVIS R M INC's quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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