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 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 $1.37T 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 $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Permanent Capital Management's VB Position: Q1 2026 in Review

Permanent Capital Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 47% in Q1 2026, selling an estimated $3.39M and leaving 13,892 shares worth $3.95M. The position accounts for 0.61% of the portfolio, ranked #18.

Permanent Capital Management first reported a position in VB in Q2 2024 and has held it in 6 quarters since. The position peaked at $16.7M in Q3 2025. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Permanent Capital Management held 13,892 shares of Vanguard Morningstar Small-Cap ETF worth $3.95M as of Q1 2026.
Permanent Capital Management sold 12,531 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $3.39M.
Vanguard Morningstar Small-Cap ETF made up 0.61% of Permanent Capital Management's portfolio in Q1 2026, its #18 holding.
Permanent Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 6 quarters since.
Permanent Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $16.7M in Q3 2025.
2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.