PKS Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

PKS Advisory Services’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 Q1	–	Sell	-3,033	Closed	-$729K	–	271
2024 Q4	$729K	Buy	+3,033	New	+$746K	0.18%	106

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PKS Advisory Services's VB Position: Q1 2025 in Review

PKS Advisory Services sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 3,033 shares — an estimated $729K sold.

PKS Advisory Services first reported a position in VB in Q4 2024 and held it in 1 quarter. The position peaked at $729K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

PKS Advisory Services reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
PKS Advisory Services sold 3,033 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $729K.
PKS Advisory Services first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 1 quarter.
PKS Advisory Services's Vanguard Small-Cap ETF position peaked at $729K in Q4 2024.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on PKS Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.