KHC
VB icon

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
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 		$9.98M 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

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

Koesten Hirschmann & Crabtree's VB Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.8% in Q2 2026, buying an estimated $1.45M and bringing the position to 92,772 shares worth $28.1M. The position accounts for 11.71% of the portfolio, ranked #3.

Koesten Hirschmann & Crabtree first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 92,772 shares of Vanguard Morningstar Small-Cap ETF worth $28.1M as of Q2 2026.
  • Koesten Hirschmann & Crabtree bought 5,065 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Morningstar Small-Cap ETF made up 11.71% of Koesten Hirschmann & Crabtree's portfolio in Q2 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 15 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.