PCA Investment Advisory Services’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCA Investment Advisory Services's VB Position: Q1 2026 in Review

PCA Investment Advisory Services increased its Vanguard Small-Cap ETF (VB) stake by 0.84% in Q1 2026, buying an estimated $35.5K and bringing the position to 15,671 shares worth $4.1M. The position accounts for 1.37% of the portfolio, ranked #17.

PCA Investment Advisory Services first reported a position in VB in Q1 2023 and has held it in 13 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

PCA Investment Advisory Services held 15,671 shares of Vanguard Small-Cap ETF worth $4.1M as of Q1 2026.
PCA Investment Advisory Services bought 131 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $35.5K.
Vanguard Small-Cap ETF made up 1.37% of PCA Investment Advisory Services's portfolio in Q1 2026, its #17 holding.
PCA Investment Advisory Services first reported a position in Vanguard Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.