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Pinion Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pinion Investment 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 		$242K Buy
799
+21
+3% +$6.02K 0.05% 186
2026
Q1 		$204K Sell
778
-63
-7% -$17K 0.05% 178
2025
Q4 		$217K Buy
841
+18
+2% +$4.61K 0.05% 165
2025
Q3 		$213K Sell
823
-41
-5% -$10.2K 0.06% 163
2025
Q2 		$205K Sell
864
-35,310
-98% -$7.88M 0.07% 158
2025
Q1 		$8.02M Buy
36,174
+16,255
+82% +$3.88M 1.77% 9
2024
Q4 		$4.79M Buy
19,919
+2,156
+12% +$530K 1.9% 7
2024
Q3 		$4.21M Buy
17,763
+1,301
+8% +$296K 1.76% 9
2024
Q2 		$3.59M Sell
16,462
-12,838
-44% -$2.82M 1.78% 8
2024
Q1 		$6.7M Buy
29,300
+4,493
+18% +$966K 3.48% 4
2023
Q4 		$5.29M Buy
24,807
+3,046
+14% +$587K 3.18% 3
2023
Q3 		$4.11M Buy
21,761
+3,497
+19% +$697K 2.67% 5
2023
Q2 		$3.63M Buy
18,264
+5,562
+44% +$1.05M 2.46% 5
2023
Q1 		$2.41M Buy
12,702
+4,639
+58% +$900K 2.26% 8
2022
Q4 		$1.48M Buy
8,063
+764
+10% +$142K 1.4% 11
2022
Q3 		$1.25M Buy
7,299
+430
+6% +$81.2K 1.09% 15
2022
Q2 		$1.21M Buy
6,869
+684
+11% +$132K 1.01% 17
2022
Q1 		$1.31M Sell
6,185
-153
-2% -$32.2K 0.91% 20
2021
Q4 		$1.43M Buy
6,338
+1,351
+27% +$307K 0.97% 21
2021
Q3 		$1.09M Buy
4,987
+293
+6% +$65.1K 0.88% 22
2021
Q2 		$1.06M Buy
4,694
+428
+10% +$94.8K 0.85% 22
2021
Q1 		$913K Sell
4,266
-120
-3% -$25.3K 0.84% 23
2020
Q4 		$854K Buy
4,386
+1,145
+35% +$202K 0.9% 22
2020
Q3 		$472K Hold
3,241
– – 0.71% 54
2020
Q2 		$472K Buy
3,241
+1,260
+64% +$169K 0.71% 54
2020
Q1 		$229K Sell
1,981
-478
-19% -$71.8K 0.49% 88
2019
Q4 		$407K Hold
2,459
– – 0.75% 61
2019
Q3 		$378K Sell
2,459
-2,179
-47% -$338K 0.77% 62
2019
Q2 		$727K Sell
4,638
-3,771
-45% -$583K 1.56% 6
2019
Q1 		$1.28M Buy
8,409
+387
+5% +$57.5K 2.25% 2
2018
Q4 		$1.06M Buy
8,022
+2,064
+35% +$300K 2.23% 2
2018
Q3 		$969K Buy
5,958
+1,648
+38% +$267K 1.86% 3
2018
Q2 		$671K Buy
4,310
+1,263
+41% +$193K 1.3% 12
2018
Q1 		$448K Buy
+3,047
New +$455K 0.96% 42

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pinion Investment Advisors's VB Position: Q2 2026 in Review

Pinion Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, buying an estimated $6.02K and bringing the position to 799 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #186.

Pinion Investment Advisors first reported a position in VB in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.02M in Q1 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Pinion Investment Advisors held 799 shares of Vanguard Morningstar Small-Cap ETF worth $242K as of Q2 2026.
  • Pinion Investment Advisors bought 21 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.02K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Pinion Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Pinion Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Pinion Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $8.02M in Q1 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.