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Csenge Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Csenge Advisory Group’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 		$413K Buy
1,362
+419
+44% +$120K 0.02% 518
2026
Q1 		$247K Sell
943
-44
-4% -$11.9K 0.01% 636
2025
Q4 		$255K Sell
987
-690
-41% -$177K 0.01% 623
2025
Q3 		$426K Sell
1,677
-989
-37% -$245K 0.02% 457
2025
Q2 		$608K Sell
2,666
-2,088
-44% -$466K 0.03% 381
2025
Q1 		$984K Sell
4,754
-2,351
-33% -$561K 0.06% 251
2024
Q4 		$1.71M Buy
7,105
+2,880
+68% +$709K 0.09% 171
2024
Q3 		$1.01M Buy
4,225
+472
+13% +$107K 0.05% 270
2024
Q2 		$818K Buy
3,753
+119
+3% +$26.1K 0.05% 295
2024
Q1 		$831K Buy
3,634
+797
+28% +$171K 0.05% 306
2023
Q4 		$605K Buy
2,837
+319
+13% +$61.5K 0.04% 355
2023
Q3 		$476K Sell
2,518
-13
-0.5% -$2.59K 0.03% 378
2023
Q2 		$503K Buy
2,531
+1,377
+119% +$260K 0.03% 374
2023
Q1 		$219K Sell
1,154
-147
-11% -$28.5K 0.02% 537
2022
Q4 		$239K Sell
1,301
-34
-3% -$6.3K 0.02% 527
2022
Q3 		$228K Sell
1,335
-375
-22% -$70.8K 0.02% 533
2022
Q2 		$301K Sell
1,710
-815
-32% -$157K 0.03% 450
2022
Q1 		$537K Buy
+2,525
New +$532K 0.04% 365
2021
Q4 		– Sell
-1,556
Closed -$346K – 615
2021
Q3 		$346K Buy
+1,556
New +$346K 0.03% 441
2018
Q3 		– Sell
-1,887
Closed -$294K – 1632
2018
Q2 		$294K Buy
+1,887
New +$289K 0.11% 182

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Csenge Advisory Group's VB Position: Q2 2026 in Review

Csenge Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 44% in Q2 2026, buying an estimated $120K and bringing the position to 1,362 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #518.

Csenge Advisory Group first reported a position in VB in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2024. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Csenge Advisory Group held 1,362 shares of Vanguard Morningstar Small-Cap ETF worth $413K as of Q2 2026.
  • Csenge Advisory Group bought 419 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #518 holding.
  • Csenge Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 20 quarters since.
  • Csenge Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.71M in Q4 2024.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.