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

Kohmann Bosshard Financial Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Sell
1,173
-2
-0.2% -$681 0.04% 143
2026
Q1 		$355K Hold
1,175
– – 0.03% 143
2025
Q4 		$355K Buy
1,175
+2
+0.2% +$603 0.03% 190
2025
Q3 		$349K Sell
1,173
-2
-0.2% -$577 0.04% 154
2025
Q2 		$325K Sell
1,175
-7
-0.6% -$1.8K 0.04% 141
2025
Q1 		$298K Buy
1,182
+2
+0.2% +$554 0.04% 164
2024
Q4 		$330K Hold
1,180
– – 0.04% 141
2024
Q3 		$315K Buy
1,180
+7
+0.6% +$1.79K 0.04% 154
2024
Q2 		$293K Hold
1,173
– – 0.04% 152
2024
Q1 		$306K Sell
1,173
-52
-4% -$12.8K 0.04% 152
2023
Q4 		$296K Buy
1,225
+52
+4% +$11.3K 0.05% 155
2023
Q3 		$251K Hold
1,173
– – 0.04% 152
2023
Q2 		$269K Buy
+1,173
New +$255K 0.05% 149
2020
Q4 		– Sell
-1,135
Closed -$244K – 106
2020
Q3 		$244K Hold
1,135
– – 0.09% 87
2020
Q2 		$227K Buy
+1,135
New +$205K 0.08% 85
2020
Q1 		– Sell
-517
Closed -$103K – 125
2019
Q4 		$103K Buy
+517
New +$98.1K 0.04% 112
2019
Q3 		– Sell
-538
Closed -$100K – 123
2019
Q2 		$100K Sell
538
-47
-8% -$8.55K 0.04% 113
2019
Q1 		$105K Buy
+585
New +$100K 0.05% 100
2018
Q4 		– Sell
-585
Closed -$110K – 107
2018
Q3 		$110K Sell
585
-55
-9% -$10.1K 0.05% 91
2018
Q2 		$113K Sell
640
-20
-3% -$3.43K 0.06% 90
2018
Q1 		$108K Sell
660
-59
-8% -$9.73K 0.06% 86
2017
Q4 		$116K Sell
719
-93
-11% -$14.6K 0.07% 80
2017
Q3 		$124K Buy
+812
New +$119K 0.09% 76
2017
Q1 		$114K Buy
+812
New +$112K 0.1% 77

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Kohmann Bosshard Financial Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.17% in Q2 2026, selling an estimated $681 and leaving 1,173 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #143.

Kohmann Bosshard Financial Services first reported a position in VBK in Q1 2017 and has held it in 24 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Kohmann Bosshard Financial Services held 1,173 shares of Vanguard Morningstar Small-Cap Growth ETF worth $429K as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $681.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #143 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and has held it in 24 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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