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Patriot Investment Management Group’s Vanguard Morningstar 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

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

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

Patriot Investment Management Group reduced its Vanguard Morningstar 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. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Patriot Investment Management Group held 98,662 shares of Vanguard Morningstar Small-Cap ETF worth $29.9M as of Q2 2026.
  • Patriot Investment Management Group sold 713 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $204K.
  • Vanguard Morningstar 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 Morningstar Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $38.4M in Q1 2021.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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