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Pachira Investments’s Vanguard Small-Cap ETF VB Stock Holding History

Pachira Investments’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 		$2.51M Buy
8,293
+1,839
+28% +$527K 0.95% 26
2026
Q1 		$1.69M Buy
6,454
+1,960
+44% +$530K 0.79% 29
2025
Q4 		$1.16M Buy
4,494
+1,629
+57% +$417K 0.56% 33
2025
Q3 		$728K Buy
2,865
+217
+8% +$53.8K 0.41% 40
2025
Q2 		$628K Sell
2,648
-200
-7% -$44.6K 0.47% 36
2025
Q1 		$631K Sell
2,848
-159
-5% -$38K 0.44% 34
2024
Q4 		$722K Sell
3,007
-5
-0.2% -$1.23K 0.44% 32
2024
Q3 		$715K Sell
3,012
-17
-0.6% -$3.86K 0.55% 27
2024
Q2 		$660K Buy
3,029
+283
+10% +$62.1K 0.59% 24
2024
Q1 		$628K Buy
2,746
+92
+3% +$19.8K 0.51% 26
2023
Q4 		$566K Buy
2,654
+271
+11% +$52.2K 0.5% 23
2023
Q3 		$451K Buy
2,383
+512
+27% +$102K 0.51% 22
2023
Q2 		$372K Buy
1,871
+328
+21% +$62K 0.4% 25
2023
Q1 		$292K Buy
1,543
+159
+11% +$30.8K 1.26% 20
2022
Q4 		$254K Buy
1,384
+191
+16% +$35.4K 1.28% 23
2022
Q3 		$204K Buy
+1,193
New +$225K 0.91% 22
2021
Q2 		– Sell
-29,817
Closed -$6.38M – 29
2021
Q1 		$6.38M Sell
29,817
-2,335
-7% -$492K 4.69% 9
2020
Q4 		$6.26M Buy
+32,152
New +$5.67M 5.99% 6

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Pachira Investments's VB Position: Q2 2026 in Review

Pachira Investments increased its Vanguard Small-Cap ETF (VB) stake by 28% in Q2 2026, buying an estimated $527K and bringing the position to 8,293 shares worth $2.51M. The position accounts for 0.95% of the portfolio, ranked #26.

Pachira Investments first reported a position in VB in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.38M in Q1 2021. 788 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Pachira Investments held 8,293 shares of Vanguard Small-Cap ETF worth $2.51M as of Q2 2026.
  • Pachira Investments bought 1,839 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $527K.
  • Vanguard Small-Cap ETF made up 0.95% of Pachira Investments's portfolio in Q2 2026, its #26 holding.
  • Pachira Investments first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Pachira Investments's Vanguard Small-Cap ETF position peaked at $6.38M in Q1 2021.
  • 788 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.