Cornell Pochily Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cornell Pochily 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	$236K	Sell	778 -235	-23%	-$67.3K	0.06%	173
2026 Q1	$265K	Sell	1,013 -6	-0.6%	-$1.62K	0.08%	153
2025 Q4	$263K	Buy	1,019 +139	+16%	+$35.6K	0.08%	156
2025 Q3	$224K	Buy	+880	New	+$218K	0.07%	171
2024 Q4	–	Sell	-855	Closed	-$203K	–	179
2024 Q3	$203K	Buy	+855	New	+$194K	0.07%	174
2019 Q3	–	Sell	-1,487	Closed	-$233	–	147
2019 Q2	$233	Buy	+1,487	New	+$230K	0.06%	137
2018 Q1	–	Sell	-1,541	Closed	-$227K	–	132
2017 Q4	$227K	Buy	+1,541	New	+$223K	0.15%	123

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Cornell Pochily Investment Advisors's VB Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q2 2026, selling an estimated $67.3K and leaving 778 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #173.

Cornell Pochily Investment Advisors first reported a position in VB in Q4 2017 and has held it in 7 quarters since. The position peaked at $265K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cornell Pochily Investment Advisors held 778 shares of Vanguard Morningstar Small-Cap ETF worth $236K as of Q2 2026.
Cornell Pochily Investment Advisors sold 235 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $67.3K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #173 holding.
Cornell Pochily Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 7 quarters since.
Cornell Pochily Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $265K in Q1 2026.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.