PCA Investment Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

PCA Investment Advisory Services’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	$4.35M	Sell	14,336 -1,335	-9%	-$383K	1.21%	17
2026 Q1	$4.1M	Buy	15,671 +131	+0.8%	+$35.5K	1.37%	17
2025 Q4	$4.01M	Sell	15,540 -135	-0.9%	-$34.6K	1.4%	16
2025 Q3	$3.99M	Buy	15,675 +2,099	+15%	+$521K	1.47%	16
2025 Q2	$3.22M	Sell	13,576 -100	-0.7%	-$22.3K	1.36%	19
2025 Q1	$3.03M	Buy	13,676 +643	+5%	+$154K	1.6%	14
2024 Q4	$3.13M	Sell	13,033 -149	-1%	-$36.7K	1.45%	16
2024 Q3	$3.13M	Buy	13,182 +97	+0.7%	+$22K	1.47%	16
2024 Q2	$2.85M	Buy	13,085 +241	+2%	+$52.9K	1.49%	17
2024 Q1	$2.94M	Buy	12,844 +596	+5%	+$128K	1.65%	15
2023 Q4	$2.61M	Sell	12,248 -757	-6%	-$146K	1.73%	14
2023 Q3	$2.46M	Sell	13,005 -58	-0.4%	-$11.6K	1.75%	15
2023 Q2	$2.6M	Sell	13,063 -607	-4%	-$115K	1.55%	15
2023 Q1	$2.59M	Buy	+13,670	New	+$2.65M	1.83%	14

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA Investment Advisory Services's VB Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.5% in Q2 2026, selling an estimated $383K and leaving 14,336 shares worth $4.35M. The position accounts for 1.21% of the portfolio, ranked #17.

PCA Investment Advisory Services first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

PCA Investment Advisory Services held 14,336 shares of Vanguard Morningstar Small-Cap ETF worth $4.35M as of Q2 2026.
PCA Investment Advisory Services sold 1,335 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $383K.
Vanguard Morningstar Small-Cap ETF made up 1.21% of PCA Investment Advisory Services's portfolio in Q2 2026, its #17 holding.
PCA Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.