Pictet North America Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pictet North America 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	–	Sell	-1,024	Closed	-$268K	–	161
2026 Q1	$268K	Sell	1,024 -17,340	-94%	-$4.69M	0.03%	145
2025 Q4	$4.74M	Sell	18,364 -551	-3%	-$141K	0.45%	52
2025 Q3	$4.81M	Buy	18,915 +4,743	+33%	+$1.18M	0.45%	50
2025 Q2	$3.36M	Sell	14,172 -16,808	-54%	-$3.75M	0.34%	60
2025 Q1	$6.87M	Buy	30,980 +29,831	+2,596%	+$7.12M	0.69%	42
2024 Q4	$276K	Buy	1,149 +45	+4%	+$11.1K	0.03%	133
2024 Q3	$262K	Hold	1,104	–	–	0.03%	129
2024 Q2	$241K	Sell	1,104 -5,420	-83%	-$1.19M	0.03%	130
2024 Q1	$1.49M	Buy	6,524 +4,809	+280%	+$1.03M	0.17%	82
2023 Q4	$366K	Buy	+1,715	New	+$330K	0.05%	110
2021 Q3	–	Sell	-2,390	Closed	-$538K	–	132
2021 Q2	$538K	Hold	2,390	–	–	0.06%	98
2021 Q1	$512K	Buy	+2,390	New	+$504K	0.06%	95

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 22.96% 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

Pictet North America Advisors's VB Position: Q2 2026 in Review

Pictet North America Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 1,024 shares — an estimated $268K sold.

Pictet North America Advisors first reported a position in VB in Q1 2021 and held it in 12 quarters. The position peaked at $6.87M in Q1 2025. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Pictet North America Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Pictet North America Advisors sold 1,024 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $268K.
Pictet North America Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and held it in 12 quarters.
Pictet North America Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $6.87M in Q1 2025.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.