Pecaut & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Pecaut & Co’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	$876K	Sell	3,345 -65	-2%	-$17.6K	0.28%	47
2025 Q4	$880K	Sell	3,410 -24	-0.7%	-$6.15K	0.28%	46
2025 Q3	$873K	Sell	3,434 -1,072	-24%	-$266K	0.28%	49
2025 Q2	$1.07M	Buy	4,506 +2,141	+91%	+$478K	0.35%	43
2025 Q1	$524K	Buy	2,365 +68	+3%	+$16.2K	0.18%	56
2024 Q4	$552K	Buy	2,297 +28	+1%	+$6.89K	0.19%	56
2024 Q3	$538K	Sell	2,269 -119	-5%	-$27K	0.19%	54
2024 Q2	$521K	Sell	2,388 -58	-2%	-$12.7K	0.2%	54
2024 Q1	$559K	Sell	2,446 -39	-2%	-$8.39K	0.21%	54
2023 Q4	$530K	Buy	2,485 +158	+7%	+$30.4K	0.21%	57
2023 Q3	$440K	Sell	2,327 -86	-4%	-$17.1K	0.18%	60
2023 Q2	$480K	Buy	2,413 +132	+6%	+$24.9K	0.2%	58
2023 Q1	$432K	Buy	2,281 +175	+8%	+$33.9K	0.2%	65
2022 Q4	$387K	Buy	2,106 +387	+23%	+$71.7K	0.18%	67
2022 Q3	$294K	Buy	1,719 +368	+27%	+$69.5K	0.16%	66
2022 Q2	$238K	Buy	1,351 +232	+21%	+$44.8K	0.13%	70
2022 Q1	$238K	Buy	1,119 +794	+244%	+$167K	0.12%	69
2021 Q4	$73K	Buy	325 +222	+216%	+$50.4K	0.04%	83
2021 Q3	$23K	Hold	103	–	–	0.01%	70
2021 Q2	$23K	Buy	+103	New	+$22.8K	0.02%	72

Other funds holding VB

Bank of America

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

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

Mercer Global Advisors

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

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

CAPTRUST Financial Advisors

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

Northwestern Mutual Wealth Management

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