Pitcairn’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Pitcairn’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 Q4	–	Sell	-1,257	Closed	-$320K	–	556
2025 Q3	$320K	Hold	1,257	–	–	0.03%	489
2025 Q2	$298K	Hold	1,257	–	–	0.02%	567
2025 Q1	$279K	Hold	1,257	–	–	0.02%	604
2024 Q4	$302K	Hold	1,257	–	–	0.02%	584
2024 Q3	$298K	Hold	1,257	–	–	0.02%	588
2024 Q2	$274K	Hold	1,257	–	–	0.02%	612
2024 Q1	$287K	Hold	1,257	–	–	0.02%	589
2023 Q4	$268K	Hold	1,257	–	–	0.02%	572
2023 Q3	$238K	Hold	1,257	–	–	0.02%	567
2023 Q2	$250K	Hold	1,257	–	–	0.02%	566
2023 Q1	$238K	Buy	+1,257	New	+$244K	0.02%	546

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pitcairn's VB Position: Q4 2025 in Review

Pitcairn sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,257 shares — an estimated $320K sold.

Pitcairn first reported a position in VB in Q1 2023 and held it in 11 quarters. The position peaked at $320K in Q3 2025. 2,375 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Pitcairn reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 1,257 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $320K.
Pitcairn first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and held it in 11 quarters.
Pitcairn's Vanguard Morningstar Small-Cap ETF position peaked at $320K in Q3 2025.
2,375 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.