PIA
VB icon

Perennial Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Perennial Investment Advisors’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 		$2.02M Sell
6,655
-107
-2% -$30.7K 0.13% 138
2026
Q1 		$1.77M Sell
6,762
-132
-2% -$35.7K 0.14% 122
2025
Q4 		$1.78M Sell
6,894
-303
-4% -$77.6K 0.14% 127
2025
Q3 		$1.83M Sell
7,197
-58
-0.8% -$14.4K 0.15% 116
2025
Q2 		$1.72M Sell
7,255
-1,324
-15% -$295K 0.17% 117
2025
Q1 		$1.9M Sell
8,579
-498
-5% -$119K 0.21% 88
2024
Q4 		$2.18M Buy
9,077
+928
+11% +$228K 0.26% 75
2024
Q3 		$1.93M Sell
8,149
-2,777
-25% -$631K 0.25% 73
2024
Q2 		$2.38M Buy
10,926
+7,170
+191% +$1.57M 0.34% 59
2024
Q1 		$859K Buy
3,756
+405
+12% +$87.1K 0.13% 131
2023
Q4 		$715K Buy
3,351
+220
+7% +$42.4K 0.12% 146
2023
Q3 		$592K Buy
3,131
+94
+3% +$18.7K 0.11% 156
2023
Q2 		$604K Sell
3,037
-130
-4% -$24.6K 0.11% 161
2023
Q1 		$600K Buy
3,167
+140
+5% +$27.1K 0.11% 154
2022
Q4 		$556K Buy
3,027
+672
+29% +$125K 0.23% 91
2022
Q3 		$402K Buy
+2,355
New +$445K 0.18% 107
2022
Q2 		– Sell
-953
Closed -$202K – 225
2022
Q1 		$202K Buy
+953
New +$201K 0.06% 207
2021
Q3 		– Sell
-887
Closed -$200K – 229
2021
Q2 		$200K Buy
+887
New +$197K 0.07% 204

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Perennial Investment Advisors's VB Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, selling an estimated $30.7K and leaving 6,655 shares worth $2.02M. The position accounts for 0.13% of the portfolio, ranked #138.

Perennial Investment Advisors first reported a position in VB in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.38M in Q2 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Perennial Investment Advisors held 6,655 shares of Vanguard Morningstar Small-Cap ETF worth $2.02M as of Q2 2026.
  • Perennial Investment Advisors sold 107 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $30.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • Perennial Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.38M in Q2 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.