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

Permanent 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	–	Sell	-13,892	Closed	-$3.95M	–	221
2026 Q1	$3.95M	Sell	13,892 -12,531	-47%	-$3.39M	0.61%	18
2025 Q4	$6.82M	Sell	26,423 -38,870	-60%	-$9.96M	1.33%	12
2025 Q3	$16.7M	Buy	+65,293	New	+$16.2M	3.11%	7
2025 Q1	$12.1M	Buy	54,753 +226	+0.4%	+$54K	3.48%	9
2024 Q4	$13.1M	Buy	+54,527	New	+$13.4M	4.06%	8
2024 Q2	$15.5M	Buy	+65,367	New	+$14.4M	3.25%	8

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Permanent Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 13,892 shares — an estimated $3.95M sold.

Permanent Capital Management first reported a position in VB in Q2 2024 and held it in 6 quarters. The position peaked at $16.7M in Q3 2025. 2,484 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Permanent Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Permanent Capital Management sold 13,892 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.95M.
Permanent Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and held it in 6 quarters.
Permanent Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $16.7M in Q3 2025.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.