Hoge Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hoge Financial Services’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	$12.2M	Sell	40,272 -372	-0.9%	-$107K	5.84%	5
2026 Q1	$10.6M	Sell	40,644 -786	-2%	-$213K	5.7%	6
2025 Q4	$10.7M	Buy	41,430 +1,925	+5%	+$493K	5.76%	6
2025 Q3	$10M	Buy	39,505 +209	+0.5%	+$51.8K	5.76%	6
2025 Q2	$9.33M	Buy	39,296 +2,456	+7%	+$548K	5.8%	6
2025 Q1	$8.17M	Buy	36,840 +1,859	+5%	+$444K	5.71%	6
2024 Q4	$8.41M	Buy	34,981 +367	+1%	+$90.3K	6.16%	5
2024 Q3	$8.21M	Sell	34,614 -555	-2%	-$126K	6.18%	6
2024 Q2	$7.67M	Buy	35,169 +1,319	+4%	+$290K	6.28%	6
2024 Q1	$7.74M	Buy	33,850 +4,266	+14%	+$918K	6.32%	6
2023 Q4	$6.31M	Buy	+29,584	New	+$5.7M	6.33%	6

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

Hoge Financial Services's VB Position: Q2 2026 in Review

Hoge Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.92% in Q2 2026, selling an estimated $107K and leaving 40,272 shares worth $12.2M. The position accounts for 5.84% of the portfolio, ranked #5.

Hoge Financial Services first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hoge Financial Services held 40,272 shares of Vanguard Morningstar Small-Cap ETF worth $12.2M as of Q2 2026.
Hoge Financial Services sold 372 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $107K.
Vanguard Morningstar Small-Cap ETF made up 5.84% of Hoge Financial Services's portfolio in Q2 2026, its #5 holding.
Hoge Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.