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

PCA Investment Advisory Services’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,026	Closed	-$287K	–	135
2024 Q4	$287K	Sell	1,026 -39	-4%	-$11K	0.13%	102
2024 Q3	$285K	Buy	1,065 +8	+0.8%	+$2.05K	0.13%	106
2024 Q2	$264K	Sell	1,057 -57	-5%	-$14.2K	0.14%	103
2024 Q1	$291K	Hold	1,114	–	–	0.16%	90
2023 Q4	$269K	Sell	1,114 -325	-23%	-$70.5K	0.18%	82
2023 Q3	$308K	Sell	1,439 -147	-9%	-$33.4K	0.22%	72
2023 Q2	$365K	Buy	1,586 +16	+1%	+$3.48K	0.22%	66
2023 Q1	$340K	Buy	+1,570	New	+$339K	0.24%	69

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PCA Investment Advisory Services's VBK Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 1,026 shares — an estimated $287K sold.

PCA Investment Advisory Services first reported a position in VBK in Q1 2023 and held it in 8 quarters. The position peaked at $365K in Q2 2023. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

PCA Investment Advisory Services reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 1,026 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $287K.
PCA Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $365K in Q2 2023.
1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.