Peoples Financial Services Corp’s Vanguard Small-Cap ETF VB Stock Holding History

Peoples Financial Services Corp’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	$2.36M	Buy	8,993 +269	+3%	+$72.8K	1.12%	26
2025 Q4	$2.25M	Sell	8,724 -547	-6%	-$140K	1.05%	28
2025 Q3	$2.36M	Buy	9,271 +1,419	+18%	+$352K	1.06%	26
2025 Q2	$1.86M	Sell	7,852 -2,591	-25%	-$578K	0.92%	27
2025 Q1	$2.32M	Buy	10,443 +85	+0.8%	+$20.3K	1.11%	21
2024 Q4	$2.49M	Sell	10,358 -18	-0.2%	-$4.43K	1.15%	19
2024 Q3	$2.46M	Buy	10,376 +128	+1%	+$29.1K	1.12%	22
2024 Q2	$2.23M	Buy	10,248 +854	+9%	+$188K	1.01%	25
2024 Q1	$2.15M	Sell	9,394 -358	-4%	-$77K	0.93%	27
2023 Q4	$2.08M	Buy	9,752 +131	+1%	+$25.2K	0.9%	33
2023 Q3	$1.82M	Buy	9,621 +100	+1%	+$19.9K	0.86%	32
2023 Q2	$1.89M	Buy	9,521 +1,130	+13%	+$214K	0.85%	34
2023 Q1	$1.59M	Buy	8,391 +2,568	+44%	+$498K	0.74%	42
2022 Q4	$1.07M	Buy	5,823 +551	+10%	+$102K	0.5%	56
2022 Q3	$901K	Sell	5,272 -2	-0%	-$378	0.46%	59
2022 Q2	$929K	Buy	5,274 +989	+23%	+$191K	0.44%	61
2022 Q1	$911K	Buy	4,285 +1,663	+63%	+$350K	0.39%	71
2021 Q4	$592K	Buy	2,622 +600	+30%	+$136K	0.23%	90
2021 Q3	$442K	Buy	2,022 +363	+22%	+$80.7K	0.19%	99
2021 Q2	$374K	Hold	1,659	–	–	0.16%	108
2021 Q1	$355K	Hold	1,659	–	–	0.15%	104
2020 Q4	$323K	Buy	1,659 +450	+37%	+$79.4K	0.15%	103
2020 Q3	$186K	Buy	1,209 +34	+3%	+$5.22K	0.09%	120
2020 Q2	$172K	Sell	1,175 -300	-20%	-$40.3K	0.09%	119
2020 Q1	$170K	Buy	1,475 +325	+28%	+$48.8K	0.1%	116
2019 Q4	$191K	Hold	1,150	–	–	0.09%	122
2019 Q3	$177K	Hold	1,150	–	–	0.09%	122
2019 Q2	$180K	Sell	1,150 -100	-8%	-$15.5K	0.09%	121
2019 Q1	$191K	Buy	1,250 +50	+4%	+$7.43K	0.1%	116
2018 Q4	$159K	Buy	1,200 +150	+14%	+$21.8K	0.09%	119
2018 Q3	$171K	Hold	1,050	–	–	0.09%	120
2018 Q2	$163K	Buy	1,050 +75	+8%	+$11.5K	0.09%	116
2018 Q1	$143K	Hold	975	–	–	0.08%	121
2017 Q4	$144K	Hold	975	–	–	0.08%	121
2017 Q3	$138K	Hold	975	–	–	0.08%	121
2017 Q2	$132K	Hold	975	–	–	0.08%	123
2017 Q1	$130K	Hold	975	–	–	0.08%	122
2016 Q4	$113K	Hold	975	–	–	0.07%	119
2016 Q3	$119K	Hold	975	–	–	0.07%	117
2016 Q2	$113K	Hold	975	–	–	0.07%	119
2016 Q1	$109K	Hold	975	–	–	0.07%	119
2015 Q4	$108K	Hold	975	–	–	0.07%	117
2015 Q3	$105K	Sell	975 -114	-10%	-$13.3K	0.07%	113
2015 Q2	$133K	Sell	1,089 -2	-0.2%	-$246	0.09%	105
2015 Q1	$134K	Buy	1,091 +24	+2%	+$2.84K	0.09%	104
2014 Q4	$125K	Buy	1,067 +23	+2%	+$2.62K	0.08%	108
2014 Q3	$115K	Sell	1,044 -17	-2%	-$1.95K	0.08%	110
2014 Q2	$124K	Sell	1,061 -3	-0.3%	-$336	0.08%	114
2014 Q1	$120K	Sell	1,064 -150	-12%	-$16.6K	0.09%	114
2013 Q4	$133K	Buy	+1,214	New	+$129K	0.09%	116

Other funds holding VB

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

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

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

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

Peoples Financial Services Corp's VB Position: Q1 2026 in Review

Peoples Financial Services Corp increased its Vanguard Small-Cap ETF (VB) stake by 3.1% in Q1 2026, buying an estimated $72.8K and bringing the position to 8,993 shares worth $2.36M. The position accounts for 1.12% of the portfolio, ranked #26.

Peoples Financial Services Corp first reported a position in VB in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.49M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Peoples Financial Services Corp held 8,993 shares of Vanguard Small-Cap ETF worth $2.36M as of Q1 2026.
Peoples Financial Services Corp bought 269 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $72.8K.
Vanguard Small-Cap ETF made up 1.12% of Peoples Financial Services Corp's portfolio in Q1 2026, its #26 holding.
Peoples Financial Services Corp first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
Peoples Financial Services Corp's Vanguard Small-Cap ETF position peaked at $2.49M in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.