Koesten Hirschmann & Crabtree
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Koesten Hirschmann & Crabtree’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Koesten Hirschmann & Crabtree’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 		$26.8M Buy
94,265
+1,493
+2% +$445K 11.2% 3
2026
Q2 		$28.1M Buy
92,772
+5,065
+6% +$1.45M 11.71% 3
2026
Q1 		$23M Buy
87,707
+3,010
+4% +$815K 11.19% 4
2025
Q4 		$21.8M Sell
84,697
-942
-1% -$241K 10.75% 4
2025
Q3 		$21.8M Buy
85,639
+783
+0.9% +$194K 10.39% 5
2025
Q2 		$20.1M Buy
84,856
+4,660
+6% +$1.04M 10.4% 5
2025
Q1 		$17.8M Buy
80,196
+7,435
+10% +$1.78M 10.2% 5
2024
Q4 		$17.5M Buy
72,761
+9,197
+14% +$2.26M 10.03% 5
2024
Q3 		$15.1M Buy
63,564
+9,463
+17% +$2.15M 8.78% 5
2024
Q2 		$12.4M Hold
54,101
– – 7.94% 5
2024
Q1 		$12.4M Sell
54,101
-219
-0.4% -$47.1K 7.94% 5
2023
Q4 		$11.6M Buy
54,320
+1,531
+3% +$295K 8.05% 5
2023
Q3 		$10M Buy
52,789
+2,336
+5% +$465K 7.82% 5
2023
Q2 		$10M Buy
50,453
+1,600
+3% +$302K 7.59% 5
2023
Q1 		$9.26M Buy
48,853
+1,919
+4% +$372K 7.11% 5
2022
Q4 		$8.61M Buy
+46,934
New +$8.7M 7.09% 5

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Koesten Hirschmann & Crabtree's VB Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q3 2026, buying an estimated $445K and bringing the position to 94,265 shares worth $26.8M. The position accounts for 11.2% of the portfolio, ranked #3.

Koesten Hirschmann & Crabtree first reported a position in VB in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.1M in Q2 2026. 1,731 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 94,265 shares of Vanguard Morningstar Small-Cap ETF worth $26.8M as of Q3 2026.
  • Koesten Hirschmann & Crabtree bought 1,493 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $445K.
  • Vanguard Morningstar Small-Cap ETF made up 11.2% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #3 holding.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Koesten Hirschmann & Crabtree's Vanguard Morningstar Small-Cap ETF position peaked at $28.1M in Q2 2026.
  • 1,731 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.