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Pineridge Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Pineridge 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
2025
Q3 		$16.9K Hold
66
– – ﹤0.01% 174
2025
Q2 		$15.7K Sell
66
-15
-19% -$3.35K 0.01% 181
2025
Q1 		$18K Hold
81
– – 0.01% 183
2024
Q4 		$19.5K Hold
81
– – 0.01% 223
2024
Q3 		$19.2K Hold
81
– – 0.01% 216
2024
Q2 		$17.7K Hold
81
– – 0.01% 224
2024
Q1 		$18.5K Hold
81
– – 0.01% 230
2023
Q4 		$17.3K Buy
+81
New +$15.6K 0.01% 290

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Pineridge Advisors's VB Position: Q3 2025 in Review

Pineridge Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q3 2025 at 66 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Pineridge Advisors first reported a position in VB in Q4 2023 and has held it in 8 quarters since. The position peaked at $19.5K in Q4 2024. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Pineridge Advisors held 66 shares of Vanguard Small-Cap ETF worth $16.9K as of Q3 2025.
  • Pineridge Advisors left its Vanguard Small-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Small-Cap ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #174 holding.
  • Pineridge Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Vanguard Small-Cap ETF position peaked at $19.5K in Q4 2024.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.