Pine Valley Investments
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Pine Valley Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pine Valley Investments’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
Q3 		$2.38M Buy
8,376
+161
+2% +$47.9K 0.1% 203
2026
Q2 		$2.49M Hold
8,215
– – 0.1% 190
2026
Q1 		$2.15M Sell
8,215
-223
-3% -$60.3K 0.1% 202
2025
Q4 		$2.18M Sell
8,438
-253
-3% -$64.8K 0.1% 191
2025
Q3 		$2.21M Buy
8,691
+554
+7% +$137K 0.11% 182
2025
Q2 		$1.93M Buy
8,137
+4
+0% +$892 0.11% 192
2025
Q1 		$1.8M Sell
8,133
-126
-2% -$30.1K 0.11% 192
2024
Q4 		$1.98M Sell
8,259
-329
-4% -$81K 0.12% 176
2024
Q3 		$2.04M Sell
8,588
-395
-4% -$89.8K 0.12% 174
2024
Q2 		$1.96M Sell
8,983
-75
-0.8% -$16.5K 0.13% 164
2024
Q1 		$2.07M Buy
9,058
+49
+0.5% +$10.5K 0.14% 158
2023
Q4 		$1.92M Buy
9,009
+11
+0.1% +$2.12K 0.14% 160
2023
Q3 		$1.7M Buy
8,998
+705
+9% +$140K 0.15% 151
2023
Q2 		$1.65M Buy
8,293
+6,380
+334% +$1.21M 0.16% 136
2023
Q1 		$353K Buy
+1,913
New +$371K 0.05% 203

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Pine Valley Investments's VB Position: Q3 2026 in Review

Pine Valley Investments increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q3 2026, buying an estimated $47.9K and bringing the position to 8,376 shares worth $2.38M. The position accounts for 0.1% of the portfolio, ranked #203.

Pine Valley Investments first reported a position in VB in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.49M in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Pine Valley Investments held 8,376 shares of Vanguard Morningstar Small-Cap ETF worth $2.38M as of Q3 2026.
  • Pine Valley Investments bought 161 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $47.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Pine Valley Investments's portfolio in Q3 2026, its #203 holding.
  • Pine Valley Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Pine Valley Investments's Vanguard Morningstar Small-Cap ETF position peaked at $2.49M in Q2 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.