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PSI Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

PSI 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
2025
Q2 		– Sell
-175
Closed -$38.8K – 660
2025
Q1 		$38.8K Sell
175
-318
-65% -$75.9K 0.01% 275
2024
Q4 		$118K Buy
493
+161
+48% +$39.6K 0.04% 167
2024
Q3 		$78.7K Buy
332
+18
+6% +$4.09K 0.02% 212
2024
Q2 		$68.4K Buy
314
+5
+2% +$1.1K 0.02% 217
2024
Q1 		$70.6K Hold
309
– – 0.03% 214
2023
Q4 		$65.7K Buy
309
+2
+0.7% +$385 0.02% 228
2023
Q3 		$58K Buy
307
+70
+30% +$13.9K 0.03% 232
2023
Q2 		$47.1K Buy
237
+1
+0.4% +$189 0.02% 250
2023
Q1 		$44.8K Sell
236
-89
-27% -$17.3K 0.02% 236
2022
Q4 		$59.7K Buy
325
+1
+0.3% +$185 0.03% 197
2022
Q3 		$55K Buy
324
+1
+0.3% +$189 0.03% 216
2022
Q2 		$57K Buy
323
+1
+0.3% +$193 0.03% 239
2022
Q1 		$68K Sell
322
-81
-20% -$17.1K 0.03% 235
2021
Q4 		$91K Buy
403
+1
+0.2% +$227 0.04% 211
2021
Q3 		$88K Buy
+402
New +$89.4K 0.04% 210
2020
Q1 		– Sell
-741
Closed -$122K – 565
2019
Q4 		$122K Buy
+741
New +$118K 0.08% 176

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

PSI Advisors's VB Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 175 shares — an estimated $38.8K sold.

PSI Advisors first reported a position in VB in Q4 2019 and held it in 16 quarters. The position peaked at $122K in Q4 2019. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • PSI Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 175 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $38.8K.
  • PSI Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Vanguard Small-Cap ETF position peaked at $122K in Q4 2019.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.