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PrairieView Partners’s Vanguard Small-Cap ETF VB Stock Holding History

PrairieView Partners’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
Q2 		$10.2M Sell
43,181
-11,580
-21% -$2.58M 0.99% 18
2025
Q1 		$12.1M Buy
54,761
+8,290
+18% +$1.98M 1.27% 17
2024
Q4 		$11.2M Sell
46,471
-73,136
-61% -$18M 1.17% 17
2024
Q3 		$28.4M Sell
119,607
-14,989
-11% -$3.41M 2.95% 11
2024
Q2 		$29.3M Sell
134,596
-613
-0.5% -$135K 3.29% 9
2024
Q1 		$30.9M Buy
135,209
+3,582
+3% +$771K 3.54% 8
2023
Q4 		$28.1M Sell
131,627
-897
-0.7% -$173K 3.46% 9
2023
Q3 		$25.1M Buy
132,524
+3,356
+3% +$669K 3.4% 10
2023
Q2 		$25.7M Buy
129,168
+4,880
+4% +$922K 3.36% 8
2023
Q1 		$23.6M Buy
124,288
+3,842
+3% +$745K 3.23% 10
2022
Q4 		$22.1M Buy
120,446
+7,600
+7% +$1.41M 3.26% 10
2022
Q3 		$19.3M Buy
112,846
+1,399
+1% +$264K 3.16% 9
2022
Q2 		$19.6M Buy
111,447
+8,763
+9% +$1.69M 3.06% 9
2022
Q1 		$21.8M Buy
102,684
+302
+0.3% +$63.6K 3.1% 9
2021
Q4 		$23.1M Buy
102,382
+2,157
+2% +$490K 3.22% 8
2021
Q3 		$21.9M Buy
100,225
+2,778
+3% +$618K 3.27% 8
2021
Q2 		$22M Buy
97,447
+1,734
+2% +$384K 3.29% 8
2021
Q1 		$20.5M Sell
95,713
-5,417
-5% -$1.14M 3.28% 8
2020
Q4 		$19.7M Sell
101,130
-1,759
-2% -$310K 3.47% 8
2020
Q3 		$15.8M Buy
102,889
+902
+0.9% +$139K 3.32% 10
2020
Q2 		$14.9M Buy
101,987
+4,549
+5% +$611K 3.28% 11
2020
Q1 		$11.2M Sell
97,438
-4,059
-4% -$610K 2.83% 11
2019
Q4 		$16.8M Buy
101,497
+5,717
+6% +$911K 3.61% 11
2019
Q3 		$14.7M Buy
95,780
+2,531
+3% +$392K 3.41% 11
2019
Q2 		$14.6M Buy
93,249
+2,000
+2% +$309K 3.64% 11
2019
Q1 		$13.9M Buy
91,249
+1,602
+2% +$238K 3.58% 11
2018
Q4 		$11.8M Buy
89,647
+4,013
+5% +$584K 3.33% 11
2018
Q3 		$13.9M Sell
85,634
-4,732
-5% -$765K 3.65% 10
2018
Q2 		$14.1M Buy
90,366
+4,500
+5% +$688K 3.61% 10
2018
Q1 		$12.6M Buy
85,866
+2,619
+3% +$391K 3.01% 11
2017
Q4 		$12.3M Buy
+83,247
New +$12M 3.46% 11

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PrairieView Partners's VB Position: Q2 2025 in Review

PrairieView Partners reduced its Vanguard Small-Cap ETF (VB) stake by 21% in Q2 2025, selling an estimated $2.58M and leaving 43,181 shares worth $10.2M. The position accounts for 0.99% of the portfolio, ranked #18.

PrairieView Partners first reported a position in VB in Q4 2017 and has held it in 31 quarters since. The position peaked at $30.9M in Q1 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • PrairieView Partners held 43,181 shares of Vanguard Small-Cap ETF worth $10.2M as of Q2 2025.
  • PrairieView Partners sold 11,580 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $2.58M.
  • Vanguard Small-Cap ETF made up 0.99% of PrairieView Partners's portfolio in Q2 2025, its #18 holding.
  • PrairieView Partners first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's Vanguard Small-Cap ETF position peaked at $30.9M in Q1 2024.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.