Hoese & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Hoese & Co’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	$57K	Hold	188	–	–	0.04%	107
2026 Q1	$49.2K	Hold	188	–	–	0.04%	98
2025 Q4	$48.5K	Buy	+188	New	+$48.2K	0.03%	95

Other funds holding VB

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Hoese & Co's VB Position: Q2 2026 in Review

Hoese & Co held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 188 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #107.

Hoese & Co first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hoese & Co held 188 shares of Vanguard Small-Cap ETF worth $57K as of Q2 2026.
Hoese & Co left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.04% of Hoese & Co's portfolio in Q2 2026, its #107 holding.
Hoese & Co first reported a position in Vanguard Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.