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Peirce Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Peirce Capital Management’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 		$600K Sell
1,978
-17
-0.9% -$4.87K 0.22% 32
2026
Q1 		$523K Buy
+1,995
New +$540K 0.2% 35

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MWM
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GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Peirce Capital Management's VB Position: Q2 2026 in Review

Peirce Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.85% in Q2 2026, selling an estimated $4.87K and leaving 1,978 shares worth $600K. The position accounts for 0.22% of the portfolio, ranked #32.

Peirce Capital Management first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 1,394 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Peirce Capital Management held 1,978 shares of Vanguard Morningstar Small-Cap ETF worth $600K as of Q2 2026.
  • Peirce Capital Management sold 17 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.22% of Peirce Capital Management's portfolio in Q2 2026, its #32 holding.
  • Peirce Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.