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

Prime Capital 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 		$5.45M Buy
17,984
+1,220
+7% +$350K 0.05% 222
2026
Q1 		$4.39M Sell
16,764
-57
-0.3% -$15.4K 0.05% 240
2025
Q4 		$4.34M Buy
16,821
+310
+2% +$79.4K 0.05% 223
2025
Q3 		$4.2M Buy
16,511
+203
+1% +$50.3K 0.05% 228
2025
Q2 		$3.86M Sell
16,308
-3,921
-19% -$875K 0.05% 234
2025
Q1 		$4.49M Buy
20,229
+2,175
+12% +$519K 0.05% 240
2024
Q4 		$4.34M Buy
18,054
+895
+5% +$220K 0.06% 198
2024
Q3 		$4.07M Buy
17,159
+81
+0.5% +$18.4K 0.06% 228
2024
Q2 		$3.72M Sell
17,078
-1,126
-6% -$247K 0.06% 229
2024
Q1 		$4.16M Buy
18,204
+197
+1% +$42.4K 0.06% 222
2023
Q4 		$3.84M Sell
18,007
-182
-1% -$35.1K 0.06% 226
2023
Q3 		$3.44M Sell
18,189
-151
-0.8% -$30.1K 0.07% 194
2023
Q2 		$3.65M Buy
18,340
+13,956
+318% +$2.64M 0.07% 197
2023
Q1 		$831K Sell
4,384
-2,036
-32% -$395K 0.03% 268
2022
Q4 		$1.18M Buy
6,420
+2,845
+80% +$527K 0.04% 225
2022
Q3 		$611K Buy
3,575
+243
+7% +$45.9K 0.04% 215
2022
Q2 		$587K Buy
3,332
+1,633
+96% +$315K 0.04% 208
2022
Q1 		$384K Hold
1,699
– – 0.02% 264
2021
Q4 		$384K Buy
+1,699
New +$386K 0.02% 265
2021
Q3 		– Sell
-988
Closed -$223K – 389
2021
Q2 		$223K Buy
988
+167
+20% +$37K 0.01% 342
2021
Q1 		$176K Buy
821
+41
+5% +$8.64K 0.01% 253
2020
Q4 		$152K Buy
780
+7
+0.9% +$1.24K 0.01% 251
2020
Q3 		$119K Buy
773
+387
+100% +$59.4K 0.01% 269
2020
Q2 		$56K Buy
+386
New +$51.8K 0.01% 313
2020
Q1 		– Sell
-148
Closed -$25K – 638
2019
Q4 		$25K Buy
148
+7
+5% +$1.11K ﹤0.01% 383
2019
Q3 		$22K Buy
+141
New +$21.9K ﹤0.01% 410

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prime Capital Investment Advisors's VB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.3% in Q2 2026, buying an estimated $350K and bringing the position to 17,984 shares worth $5.45M. The position accounts for 0.05% of the portfolio, ranked #222.

Prime Capital Investment Advisors first reported a position in VB in Q3 2019 and has held it in 26 quarters since. 2,095 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Prime Capital Investment Advisors held 17,984 shares of Vanguard Morningstar Small-Cap ETF worth $5.45M as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,220 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $350K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #222 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and has held it in 26 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.