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Horst & Graben Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Horst & Graben 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 		$529K Buy
1,756
+1
+0.1% +$287 0.07% 126
2026
Q1 		$498K Hold
1,755
– – 0.07% 118
2025
Q4 		$453K Buy
1,755
+1
+0.1% +$256 0.07% 116
2025
Q3 		$446K Sell
1,754
-49
-3% -$12.2K 0.07% 115
2025
Q2 		$427K Sell
1,803
-38
-2% -$8.48K 0.07% 111
2025
Q1 		$408K Hold
1,841
– – 0.07% 107
2024
Q4 		$442K Sell
1,841
-141
-7% -$34.7K 0.08% 99
2024
Q3 		$470K Buy
1,982
+1
+0.1% +$227 0.08% 92
2024
Q2 		$432K Buy
1,981
+515
+35% +$113K 0.08% 91
2024
Q1 		$335K Sell
1,466
-12
-0.8% -$2.58K 0.07% 102
2023
Q4 		$315K Sell
1,478
-285
-16% -$54.9K 0.07% 99
2023
Q3 		$333K Buy
1,763
+3
+0.2% +$598 0.08% 100
2023
Q2 		$350K Sell
1,760
-124
-7% -$23.4K 0.08% 92
2023
Q1 		$357K Sell
1,884
-12
-0.6% -$2.33K 0.09% 88
2022
Q4 		$348K Sell
1,896
-2
-0.1% -$371 0.09% 94
2022
Q3 		$324K Sell
1,898
-78
-4% -$14.7K 0.09% 90
2022
Q2 		$348K Buy
1,976
+44
+2% +$8.5K 0.09% 92
2022
Q1 		$411K Sell
1,932
-10
-0.5% -$2.1K 0.1% 89
2021
Q4 		$439K Buy
1,942
+10
+0.5% +$2.27K 0.11% 88
2021
Q3 		$422K Sell
1,932
-17
-0.9% -$3.78K 0.12% 89
2021
Q2 		$439K Buy
1,949
+167
+9% +$37K 0.12% 85
2021
Q1 		$382K Sell
1,782
-160
-8% -$33.7K 0.12% 96
2020
Q4 		$378K Sell
1,942
-211
-10% -$37.2K 0.13% 82
2020
Q3 		$331K Buy
2,153
+427
+25% +$65.6K 0.13% 89
2020
Q2 		$251K Sell
1,726
-18
-1% -$2.42K 0.11% 85
2020
Q1 		$201K Buy
+1,744
New +$262K 0.11% 87

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

Horst & Graben Wealth Management's VB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.06% in Q2 2026, buying an estimated $287 and bringing the position to 1,756 shares worth $529K. The position accounts for 0.07% of the portfolio, ranked #126.

Horst & Graben Wealth Management first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Horst & Graben Wealth Management held 1,756 shares of Vanguard Morningstar Small-Cap ETF worth $529K as of Q2 2026.
  • Horst & Graben Wealth Management bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Horst & Graben Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.