PIMG
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Patriot Investment Management Group’s Vanguard Small-Cap ETF VB Stock Holding History

Patriot Investment Management 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 		$29.9M Sell
98,662
-713
-0.7% -$204K 1.73% 9
2026
Q1 		$26M Sell
99,375
-1,729
-2% -$468K 1.66% 9
2025
Q4 		$26.1M Buy
101,104
+2,804
+3% +$718K 1.65% 10
2025
Q3 		$25M Sell
98,300
-1,049
-1% -$260K 1.63% 10
2025
Q2 		$23.5M Buy
99,349
+953
+1% +$213K 1.63% 10
2025
Q1 		$21.8M Buy
98,396
+727
+0.7% +$174K 1.64% 10
2024
Q4 		$23.5M Sell
97,669
-1,116
-1% -$275K 1.76% 10
2024
Q3 		$23.4M Sell
98,785
-1,095
-1% -$249K 1.72% 10
2024
Q2 		$21.8M Sell
99,880
-1,097
-1% -$241K 1.7% 10
2024
Q1 		$23.1M Sell
100,977
-14,653
-13% -$3.15M 1.83% 9
2023
Q4 		$24.7M Sell
115,630
-4,353
-4% -$839K 2.1% 8
2023
Q3 		$22.7M Sell
119,983
-17,432
-13% -$3.47M 2.08% 8
2023
Q2 		$27.3M Buy
137,415
+843
+0.6% +$159K 2.31% 9
2023
Q1 		$25.9M Buy
136,572
+3,336
+3% +$647K 2.28% 8
2022
Q4 		$26.6M Sell
133,236
-1,354
-1% -$251K 2.31% 10
2022
Q3 		$23M Buy
134,590
+4,107
+3% +$775K 2.37% 9
2022
Q2 		$23M Buy
130,483
+5,148
+4% +$994K 2.24% 9
2022
Q1 		$26.6M Buy
125,335
+3,692
+3% +$777K 2.31% 10
2021
Q4 		$27.5M Sell
121,643
-1,913
-2% -$435K 2.33% 10
2021
Q3 		$27M Sell
123,556
-36,006
-23% -$8M 2.44% 10
2021
Q2 		$35.9M Sell
159,562
-19,614
-11% -$4.35M 3.33% 8
2021
Q1 		$38.4M Buy
179,176
+68,122
+61% +$14.4M 3.8% 5
2020
Q4 		$21.6M Sell
111,054
-74,529
-40% -$13.1M 3.27% 9
2020
Q3 		$28.5M Sell
185,583
-1,762
-0.9% -$271K 3.41% 7
2020
Q2 		$27.3M Buy
187,345
+7,304
+4% +$981K 3.45% 6
2020
Q1 		$20.8M Buy
180,041
+11,302
+7% +$1.7M 3.16% 9
2019
Q4 		$27.9M Sell
168,739
-3,734
-2% -$595K 3.61% 5
2019
Q3 		$26M Sell
172,473
-4,891
-3% -$758K 3.59% 6
2019
Q2 		$27.8M Sell
177,364
-14,633
-8% -$2.26M 3.89% 5
2019
Q1 		$29.3M Buy
+191,997
New +$28.5M 4.31% 3

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Patriot Investment Management Group's VB Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Small-Cap ETF (VB) stake by 0.72% in Q2 2026, selling an estimated $204K and leaving 98,662 shares worth $29.9M. The position accounts for 1.73% of the portfolio, ranked #9.

Patriot Investment Management Group first reported a position in VB in Q1 2019 and has held it in 30 quarters since. The position peaked at $38.4M in Q1 2021. 935 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Patriot Investment Management Group held 98,662 shares of Vanguard Small-Cap ETF worth $29.9M as of Q2 2026.
  • Patriot Investment Management Group sold 713 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $204K.
  • Vanguard Small-Cap ETF made up 1.73% of Patriot Investment Management Group's portfolio in Q2 2026, its #9 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Vanguard Small-Cap ETF position peaked at $38.4M in Q1 2021.
  • 935 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.