Kohmann Bosshard Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kohmann Bosshard Financial Services’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	$23.4M	Sell	77,283 -1,464	-2%	-$420K	1.99%	13
2026 Q1	$20.6M	Sell	78,747 -561	-0.7%	-$152K	2.01%	13
2025 Q4	$20.5M	Sell	79,308 -3,456	-4%	-$885K	1.83%	12
2025 Q3	$21M	Sell	82,764 -5,652	-6%	-$1.4M	2.16%	13
2025 Q2	$21M	Buy	88,416 +1,421	+2%	+$317K	2.34%	13
2025 Q1	$19.4M	Buy	86,995 +4,248	+5%	+$1.01M	2.29%	12
2024 Q4	$19.9M	Sell	82,747 -1,677	-2%	-$413K	2.39%	12
2024 Q3	$20M	Sell	84,424 -853	-1%	-$194K	2.49%	11
2024 Q2	$18.6M	Sell	85,277 -6,532	-7%	-$1.43M	2.5%	12
2024 Q1	$21M	Sell	91,809 -2,248	-2%	-$484K	2.92%	7
2023 Q4	$20.1M	Buy	94,057 +5,386	+6%	+$1.04M	3.06%	7
2023 Q3	$16.8M	Buy	88,671 +2,867	+3%	+$571K	2.89%	7
2023 Q2	$17.1M	Sell	85,804 -748	-0.9%	-$141K	2.94%	7
2023 Q1	$16.4M	Sell	86,552 -1,251	-1%	-$243K	3.08%	6
2022 Q4	$16.1M	Sell	87,803 -32,581	-27%	-$6.04M	3.21%	6
2022 Q3	$20.6M	Buy	120,384 +2,769	+2%	+$523K	4.56%	6
2022 Q2	$20.7M	Sell	117,615 -11,450	-9%	-$2.21M	4.58%	5
2022 Q1	$27.4M	Sell	129,065 -11,844	-8%	-$2.49M	5.38%	5
2021 Q4	$31.9M	Buy	140,909 +8,765	+7%	+$1.99M	6.4%	3
2021 Q3	$28.9M	Buy	132,144 +11,902	+10%	+$2.65M	6.33%	4
2021 Q2	$27.1M	Buy	120,242 +7,534	+7%	+$1.67M	6.22%	4
2021 Q1	$24.1M	Buy	112,708 +20,179	+22%	+$4.25M	6.48%	4
2020 Q4	$18.7M	Buy	92,529 +46,770	+102%	+$8.25M	5.81%	5
2020 Q3	$7.04M	Sell	45,759 -99	-0.2%	-$15.2K	2.55%	12
2020 Q2	$6.68M	Buy	45,858 +3,736	+9%	+$502K	2.48%	12
2020 Q1	$4.86M	Buy	42,122 +39,349	+1,419%	+$5.91M	2.14%	15
2019 Q4	$459K	Buy	2,773 +168	+6%	+$26.8K	0.17%	50
2019 Q3	$401K	Sell	2,605 -1,249	-32%	-$194K	0.16%	54
2019 Q2	$604K	Buy	+3,854	New	+$596K	0.25%	47

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kohmann Bosshard Financial Services's VB Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, selling an estimated $420K and leaving 77,283 shares worth $23.4M. The position accounts for 1.99% of the portfolio, ranked #13.

Kohmann Bosshard Financial Services first reported a position in VB in Q2 2019 and has held it in 29 quarters since. The position peaked at $31.9M in Q4 2021. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kohmann Bosshard Financial Services held 77,283 shares of Vanguard Morningstar Small-Cap ETF worth $23.4M as of Q2 2026.
Kohmann Bosshard Financial Services sold 1,464 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $420K.
Vanguard Morningstar Small-Cap ETF made up 1.99% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #13 holding.
Kohmann Bosshard Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Kohmann Bosshard Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $31.9M in Q4 2021.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.