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

Pennsylvania 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 		$2.31M Buy
7,619
+2
+0% +$573 0.59% 29
2026
Q1 		$2M Hold
7,617
– – 0.57% 29
2025
Q4 		$1.96M Buy
7,617
+141
+2% +$36.1K 0.54% 31
2025
Q3 		$1.9M Buy
7,476
+1
+0% +$248 0.55% 31
2025
Q2 		$1.77M Buy
7,475
+6,332
+554% +$1.41M 0.57% 33
2025
Q1 		$254K Buy
1,143
+232
+25% +$55.4K 0.09% 88
2024
Q4 		$219K Sell
911
-520
-36% -$128K 0.08% 92
2024
Q3 		$339K Buy
1,431
+1
+0.1% +$227 0.12% 74
2024
Q2 		$312K Hold
1,430
– – 0.12% 74
2024
Q1 		$327K Hold
1,430
– – 0.13% 71
2023
Q4 		$305K Buy
1,430
+1
+0.1% +$193 0.12% 75
2023
Q3 		$270K Sell
1,429
-331
-19% -$65.9K 0.11% 77
2023
Q2 		$350K Sell
1,760
-498
-22% -$94.1K 0.15% 67
2023
Q1 		$428K Hold
2,258
– – 0.21% 58
2022
Q4 		$436K Sell
2,258
-1,211
-35% -$224K 0.23% 62
2022
Q3 		$593K Buy
3,469
+1
+0% +$189 0.33% 41
2022
Q2 		$611K Buy
3,468
+153
+5% +$29.5K 0.32% 40
2022
Q1 		$704K Sell
3,315
-95
-3% -$20K 0.3% 42
2021
Q4 		$770K Buy
3,410
+843
+33% +$192K 0.26% 49
2021
Q3 		$591K Hold
2,567
– – 0.26% 50
2021
Q2 		$577K Buy
2,567
+10
+0.4% +$2.22K 0.28% 39
2021
Q1 		$548K Buy
2,557
+605
+31% +$127K 0.32% 41
2020
Q4 		$401K Buy
+1,952
New +$344K 0.26% 44

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Pennsylvania Capital Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.03% in Q2 2026, buying an estimated $573 and bringing the position to 7,619 shares worth $2.31M. The position accounts for 0.59% of the portfolio, ranked #29.

Pennsylvania Capital Management first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Pennsylvania Capital Management held 7,619 shares of Vanguard Morningstar Small-Cap ETF worth $2.31M as of Q2 2026.
  • Pennsylvania Capital Management bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 0.59% of Pennsylvania Capital Management's portfolio in Q2 2026, its #29 holding.
  • Pennsylvania Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.