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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$564K Buy
1,984
+6
+0.3% +$1.79K 0.21% 35
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

Other funds holding VB

Peirce Capital Management's VB Position: Q3 2026 in Review

Peirce Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q3 2026, buying an estimated $1.79K and bringing the position to 1,984 shares worth $564K. The position accounts for 0.21% of the portfolio, ranked #35.

Peirce Capital Management first reported a position in VB in Q1 2026 and has held it in 3 quarters since. The position peaked at $600K in Q2 2026. 1,529 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Peirce Capital Management held 1,984 shares of Vanguard Morningstar Small-Cap ETF worth $564K as of Q3 2026.
  • Peirce Capital Management bought 6 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $1.79K.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Peirce Capital Management's portfolio in Q3 2026, its #35 holding.
  • Peirce Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Peirce Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $600K in Q2 2026.
  • 1,529 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Peirce Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.