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Hoese & Co’s Vanguard Morningstar 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
Q3 		$53.5K Hold
188
– – 0.04% 108
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Hoese & Co's VB Position: Q3 2026 in Review

Hoese & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 188 shares worth $53.5K. The position accounts for 0.04% of the portfolio, ranked #108.

Hoese & Co first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $57K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Hoese & Co held 188 shares of Vanguard Morningstar Small-Cap ETF worth $53.5K as of Q3 2026.
  • Hoese & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Hoese & Co's portfolio in Q3 2026, its #108 holding.
  • Hoese & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Hoese & Co's Vanguard Morningstar Small-Cap ETF position peaked at $57K in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.