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Hohimer Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hohimer Wealth Management’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 		$3.31M Buy
10,934
+1,507
+16% +$432K 0.33% 89
2026
Q1 		$2.47M Buy
9,427
+757
+9% +$205K 0.29% 114
2025
Q4 		$2.24M Buy
8,670
+31
+0.4% +$7.94K 0.3% 98
2025
Q3 		$2.2M Buy
8,639
+120
+1% +$29.8K 0.31% 105
2025
Q2 		$2.02M Buy
8,519
+122
+1% +$27.2K 0.36% 80
2025
Q1 		$1.86M Buy
8,397
+626
+8% +$149K 0.36% 81
2024
Q4 		$1.87M Buy
7,771
+407
+6% +$100K 0.35% 86
2024
Q3 		$1.75M Buy
7,364
+118
+2% +$26.8K 0.38% 82
2024
Q2 		$1.58M Sell
7,246
-236
-3% -$51.8K 0.37% 81
2024
Q1 		$1.71M Buy
7,482
+342
+5% +$73.6K 0.4% 78
2023
Q4 		$1.52M Buy
7,140
+455
+7% +$87.7K 0.39% 79
2023
Q3 		$1.26M Buy
6,685
+3,913
+141% +$780K 0.36% 76
2023
Q2 		$551K Buy
2,772
+1,408
+103% +$266K 0.15% 145
2023
Q1 		$259K Buy
+1,364
New +$265K 0.07% 166
2022
Q4 		– Sell
-3,969
Closed -$678K – 200
2022
Q3 		$678K Hold
3,969
– – 0.22% 121
2022
Q2 		$699K Hold
3,969
– – 0.21% 127
2022
Q1 		$843K Hold
3,969
– – 0.17% 129
2021
Q4 		$897K Buy
+3,969
New +$902K 0.19% 124
2020
Q1 		– Sell
-1,530
Closed -$253K – 224
2019
Q4 		$253K Buy
+1,530
New +$244K 0.09% 210

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

Hohimer Wealth Management's VB Position: Q2 2026 in Review

Hohimer Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, buying an estimated $432K and bringing the position to 10,934 shares worth $3.31M. The position accounts for 0.33% of the portfolio, ranked #89.

Hohimer Wealth Management first reported a position in VB in Q4 2019 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hohimer Wealth Management held 10,934 shares of Vanguard Morningstar Small-Cap ETF worth $3.31M as of Q2 2026.
  • Hohimer Wealth Management bought 1,507 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $432K.
  • Vanguard Morningstar Small-Cap ETF made up 0.33% of Hohimer Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.