Pacific Center for Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $199K | Buy |
658
+29
| +5% | +$8.31K | 0.04% | 102 |
|
|
2026
Q1 | $165K | Buy |
629
+71
| +13% | +$19.2K | 0.04% | 107 |
|
|
2025
Q4 | $142K | Hold |
558
| – | – | 0.04% | 115 |
|
|
2025
Q3 | $142K | Hold |
558
| – | – | 0.04% | 115 |
|
|
2025
Q2 | $132K | Hold |
558
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $124K | Hold |
558
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $134K | Hold |
558
| – | – | 0.03% | 116 |
|
|
2024
Q3 | $132K | Hold |
558
| – | – | 0.03% | 118 |
|
|
2024
Q2 | $122K | Hold |
558
| – | – | 0.03% | 120 |
|
|
2024
Q1 | $128K | Hold |
558
| – | – | 0.04% | 118 |
|
|
2023
Q4 | $119K | Hold |
558
| – | – | 0.04% | 118 |
|
|
2023
Q3 | $106K | Hold |
558
| – | – | 0.04% | 121 |
|
|
2023
Q2 | $111K | Hold |
558
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $106K | Buy |
+558
| New | +$108K | 0.04% | 116 |
|
|
2022
Q3 | $61K | Hold |
357
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $63K | Hold |
357
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $76K | Hold |
357
| – | – | 0.03% | 133 |
|
|
2021
Q4 | $81K | Hold |
357
| – | – | 0.03% | 131 |
|
|
2021
Q3 | $78K | Hold |
357
| – | – | 0.03% | 127 |
|
|
2021
Q2 | $80K | Hold |
357
| – | – | 0.03% | 124 |
|
|
2021
Q1 | $76K | Hold |
357
| – | – | 0.04% | 123 |
|
|
2020
Q4 | $70K | Hold |
357
| – | – | 0.03% | 121 |
|
|
2020
Q3 | $55K | Hold |
357
| – | – | 0.02% | 112 |
|
|
2020
Q2 | $52K | Hold |
357
| – | – | 0.03% | 106 |
|
|
2020
Q1 | $41K | Hold |
357
| – | – | 0.03% | 114 |
|
|
2019
Q4 | $59K | Hold |
357
| – | – | 0.03% | 113 |
|
|
2019
Q3 | $55K | Hold |
357
| – | – | 0.03% | 113 |
|
|
2019
Q2 | $56K | Hold |
357
| – | – | 0.03% | 112 |
|
|
2019
Q1 | $55K | Hold |
357
| – | – | 0.03% | 108 |
|
|
2018
Q4 | $47K | Hold |
357
| – | – | 0.03% | 112 |
|
|
2018
Q3 | $58K | Hold |
357
| – | – | 0.03% | 104 |
|
|
2018
Q2 | $56K | Hold |
357
| – | – | 0.03% | 103 |
|
|
2018
Q1 | $52K | Hold |
357
| – | – | 0.03% | 103 |
|
|
2017
Q4 | $53K | Hold |
357
| – | – | 0.03% | 102 |
|
|
2017
Q3 | $50K | Buy |
357
+176
| +97% | +$24K | 0.03% | 100 |
|
|
2017
Q2 | $25K | Hold |
181
| – | – | 0.02% | 132 |
|
|
2017
Q1 | $24K | Hold |
181
| – | – | 0.02% | 130 |
|
|
2016
Q4 | $23K | Buy |
+181
| New | +$22.5K | 0.02% | 137 |
|
Other funds holding VB
Pacific Center for Financial Services's VB Position: Q2 2026 in Review
Pacific Center for Financial Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.6% in Q2 2026, buying an estimated $8.31K and bringing the position to 658 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #102.
Pacific Center for Financial Services first reported a position in VB in Q4 2016 and has held it in 38 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Pacific Center for Financial Services held 658 shares of Vanguard Morningstar Small-Cap ETF worth $199K as of Q2 2026.
- Pacific Center for Financial Services bought 29 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.31K.
- Vanguard Morningstar Small-Cap ETF made up 0.04% of Pacific Center for Financial Services's portfolio in Q2 2026, its #102 holding.
- Pacific Center for Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.