Perkins Coie Trust Company’s Vanguard Small-Cap ETF VB Stock Holding History

Perkins Coie Trust Company’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	$202K	Hold	665	–	–	0.03%	108
2026 Q1	$174K	Hold	665	–	–	0.03%	109
2025 Q4	$172K	Hold	665	–	–	0.03%	112
2025 Q3	$169K	Hold	665	–	–	0.03%	111
2025 Q2	$158K	Hold	665	–	–	0.03%	130
2025 Q1	$147K	Hold	665	–	–	0.03%	124
2024 Q4	$160K	Sell	665 -104	-14%	-$25.6K	0.04%	120
2024 Q3	$182K	Hold	769	–	–	0.04%	116
2024 Q2	$168K	Sell	769 -371	-33%	-$81.5K	0.04%	119
2024 Q1	$261K	Hold	1,140	–	–	0.06%	92
2023 Q4	$243K	Sell	1,140 -21	-2%	-$4.05K	0.06%	94
2023 Q3	$220K	Hold	1,161	–	–	0.06%	93
2023 Q2	$231K	Sell	1,161 -40	-3%	-$7.56K	0.07%	81
2023 Q1	$228K	Hold	1,201	–	–	0.07%	81
2022 Q4	$220K	Sell	1,201 -178	-13%	-$33K	0.07%	80
2022 Q3	$236K	Hold	1,379	–	–	0.09%	77
2022 Q2	$243K	Hold	1,379	–	–	0.09%	78
2022 Q1	$293K	Hold	1,379	–	–	0.09%	78
2021 Q4	$312K	Hold	1,379	–	–	0.09%	77
2021 Q3	$302K	Sell	1,379 -150	-10%	-$33.3K	0.09%	87
2021 Q2	$344K	Hold	1,529	–	–	0.11%	85
2021 Q1	$327K	Hold	1,529	–	–	0.11%	86
2020 Q4	$298K	Sell	1,529 -325	-18%	-$57.3K	0.1%	90
2020 Q3	$285K	Sell	1,854 -221	-11%	-$33.9K	0.11%	86
2020 Q2	$302K	Hold	2,075	–	–	0.12%	87
2020 Q1	$240K	Sell	2,075 -67	-3%	-$10.1K	0.12%	88
2019 Q4	$355K	Hold	2,142	–	–	0.15%	84
2019 Q3	$330K	Sell	2,142 -935	-30%	-$145K	0.15%	82
2019 Q2	$482K	Sell	3,077 -139	-4%	-$21.5K	0.22%	74
2019 Q1	$491K	Sell	3,216 -332	-9%	-$49.4K	0.23%	73
2018 Q4	$468K	Hold	3,548	–	–	0.25%	74
2018 Q3	$577K	Sell	3,548 -25	-0.7%	-$4.04K	0.27%	72
2018 Q2	$556K	Sell	3,573 -359	-9%	-$54.9K	0.27%	72
2018 Q1	$578K	Sell	3,932 -151	-4%	-$22.5K	0.29%	71
2017 Q4	$603K	Sell	4,083 -507	-11%	-$73.3K	0.3%	72
2017 Q3	$649K	Hold	4,590	–	–	0.34%	68
2017 Q2	$622K	Hold	4,590	–	–	0.33%	69
2017 Q1	$612K	Sell	4,590 -110	-2%	-$14.6K	0.36%	65
2016 Q4	$606K	Buy	4,700 +1,125	+31%	+$140K	0.37%	66
2016 Q3	$437K	Sell	3,575 -100	-3%	-$12.1K	0.28%	72
2016 Q2	$425K	Hold	3,675	–	–	0.28%	72
2016 Q1	$410K	Hold	3,675	–	–	0.28%	71
2015 Q4	$407K	Hold	3,675	–	–	0.31%	63
2015 Q3	$397K	Hold	3,675	–	–	0.32%	62
2015 Q2	$446K	Hold	3,675	–	–	0.34%	60
2015 Q1	$450K	Sell	3,675 -40	-1%	-$4.74K	0.35%	59
2014 Q4	$433K	Hold	3,715	–	–	0.35%	56
2014 Q3	$411K	Hold	3,715	–	–	0.35%	55
2014 Q2	$435K	Sell	3,715 -270	-7%	-$30.2K	0.41%	54
2014 Q1	$450K	Sell	3,985 -340	-8%	-$37.7K	0.43%	53
2013 Q4	$476K	Buy	+4,325	New	+$460K	0.47%	53

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Perkins Coie Trust Company's VB Position: Q2 2026 in Review

Perkins Coie Trust Company held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 665 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #108.

Perkins Coie Trust Company first reported a position in VB in Q4 2013 and has held it in 51 quarters since. The position peaked at $649K in Q3 2017. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Perkins Coie Trust Company held 665 shares of Vanguard Small-Cap ETF worth $202K as of Q2 2026.
Perkins Coie Trust Company left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.03% of Perkins Coie Trust Company's portfolio in Q2 2026, its #108 holding.
Perkins Coie Trust Company first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Perkins Coie Trust Company's Vanguard Small-Cap ETF position peaked at $649K in Q3 2017.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.