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KCM Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

KCM Investment Advisors’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 		$662K Buy
2,185
+70
+3% +$20.1K 0.02% 252
2026
Q1 		$554K Sell
2,115
-4,293
-67% -$1.16M 0.02% 256
2025
Q4 		$1.65M Buy
6,408
+670
+12% +$172K 0.05% 176
2025
Q3 		$1.46M Sell
5,738
-29
-0.5% -$7.19K 0.05% 188
2025
Q2 		$1.37M Buy
5,767
+718
+14% +$160K 0.05% 185
2025
Q1 		$1.12M Buy
5,049
+131
+3% +$31.3K 0.04% 192
2024
Q4 		$1.18M Buy
4,918
+38
+0.8% +$9.35K 0.04% 191
2024
Q3 		$1.16M Hold
4,880
– – 0.04% 199
2024
Q2 		$1.06M Hold
4,880
– – 0.04% 205
2024
Q1 		$1.12M Sell
4,880
-100
-2% -$21.5K 0.04% 206
2023
Q4 		$1.06M Sell
4,980
-394
-7% -$75.9K 0.04% 203
2023
Q3 		$1.02M Hold
5,374
– – 0.04% 199
2023
Q2 		$1.07M Sell
5,374
-544
-9% -$103K 0.04% 201
2023
Q1 		$1.12M Buy
5,918
+425
+8% +$82.4K 0.05% 200
2022
Q4 		$1.01M Buy
5,493
+48
+0.9% +$8.9K 0.04% 205
2022
Q3 		$931K Buy
5,445
+228
+4% +$43K 0.04% 200
2022
Q2 		$919K Sell
5,217
-287
-5% -$55.4K 0.04% 210
2022
Q1 		$1.17M Buy
5,504
+666
+14% +$140K 0.04% 204
2021
Q4 		$1.09M Sell
4,838
-879
-15% -$200K 0.04% 214
2021
Q3 		$1.25M Buy
5,717
+51
+0.9% +$11.3K 0.05% 190
2021
Q2 		$1.28M Sell
5,666
-694
-11% -$154K 0.05% 184
2021
Q1 		$1.36M Buy
6,360
+594
+10% +$125K 0.06% 175
2020
Q4 		$1.12M Hold
5,766
– – 0.05% 177
2020
Q3 		$887K Hold
5,766
– – 0.05% 183
2020
Q2 		$840K Sell
5,766
-1,299
-18% -$174K 0.05% 191
2020
Q1 		$816K Sell
7,065
-1,653
-19% -$248K 0.06% 177
2019
Q4 		$1.44M Sell
8,718
-6,058
-41% -$965K 0.08% 151
2019
Q3 		$2.27M Buy
14,776
+1,138
+8% +$176K 0.13% 123
2019
Q2 		$2.14M Hold
13,638
– – 0.13% 128
2019
Q1 		$2.08M Buy
13,638
+101
+0.7% +$15K 0.13% 128
2018
Q4 		$1.79M Buy
13,537
+37
+0.3% +$5.39K 0.12% 155
2018
Q3 		$2.19M Sell
13,500
-1,611
-11% -$261K 0.13% 146
2018
Q2 		$2.35M Sell
15,111
-498
-3% -$76.2K 0.14% 142
2018
Q1 		$2.29M Sell
15,609
-588
-4% -$87.8K 0.14% 152
2017
Q4 		$2.39M Sell
16,197
-59
-0.4% -$8.53K 0.14% 149
2017
Q3 		$2.3M Buy
16,256
+1
+0% +$136 0.14% 159
2017
Q2 		$2.2M Buy
16,255
+1
+0% +$134 0.14% 168
2017
Q1 		$2.17M Sell
16,254
-144
-0.9% -$19.1K 0.14% 170
2016
Q4 		$2.12M Buy
16,398
+2
+0% +$248 0.14% 167
2016
Q3 		$2M Sell
16,396
-13,499
-45% -$1.63M 0.14% 172
2016
Q2 		$3.46M Sell
29,895
-1,331
-4% -$151K 0.24% 114
2016
Q1 		$3.48M Sell
31,226
-2,294
-7% -$238K 0.26% 108
2015
Q4 		$3.71M Sell
33,520
-481
-1% -$54.5K 0.29% 100
2015
Q3 		$3.67M Sell
34,001
-4,500
-12% -$526K 0.3% 97
2015
Q2 		$4.68M Sell
38,501
-770
-2% -$94.6K 0.37% 81
2015
Q1 		$4.81M Sell
39,271
-550
-1% -$65.2K 0.39% 78
2014
Q4 		$4.65M Sell
39,821
-11,785
-23% -$1.34M 0.39% 73
2014
Q3 		$5.71M Buy
51,606
+173
+0.3% +$19.8K 0.52% 50
2014
Q2 		$6.02M Buy
51,433
+1,933
+4% +$216K 0.56% 43
2014
Q1 		$5.59M Buy
49,500
+900
+2% +$99.7K 0.58% 44
2013
Q4 		$5.34M Hold
48,600
– – 0.58% 42
2013
Q3 		$4.98M Hold
48,600
– – 0.59% 39
2013
Q2 		$4.55M Buy
+48,600
New +$4.5M 0.55% 45

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

KCM Investment Advisors's VB Position: Q2 2026 in Review

KCM Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,185 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #252.

KCM Investment Advisors first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.02M in Q2 2014. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • KCM Investment Advisors held 2,185 shares of Vanguard Morningstar Small-Cap ETF worth $662K as of Q2 2026.
  • KCM Investment Advisors bought 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #252 holding.
  • KCM Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • KCM Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $6.02M in Q2 2014.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.