Koshinski Asset Management
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Koshinski Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Koshinski Asset Management’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 		$29.2M Buy
96,303
+4,583
+5% +$1.31M 1.55% 6
2026
Q1 		$24M Buy
91,720
+3,971
+5% +$1.07M 1.5% 9
2025
Q4 		$22.6M Buy
87,749
+5,082
+6% +$1.3M 1.46% 10
2025
Q3 		$21M Buy
82,667
+3,761
+5% +$933K 1.41% 9
2025
Q2 		$18.7M Buy
78,906
+2,933
+4% +$654K 1.41% 11
2025
Q1 		$16.8M Buy
75,973
+3,132
+4% +$748K 1.43% 10
2024
Q4 		$17.5B Buy
72,841
+3,489
+5% +$858K 1.5% 10
2024
Q3 		$16.5M Buy
69,352
+2,855
+4% +$649K 1.42% 10
2024
Q2 		$14.4M Buy
66,497
+3,399
+5% +$746K 1.33% 15
2024
Q1 		$14.4M Buy
63,098
+51,764
+457% +$11.1M 1.48% 11
2023
Q4 		$2.42M Sell
11,334
-42,397
-79% -$8.17M 0.37% 62
2023
Q3 		$10.2M Buy
53,731
+2,157
+4% +$430K 1.17% 13
2023
Q2 		$10.3M Sell
51,574
-14,662
-22% -$2.77M 1.1% 14
2023
Q1 		$12.6M Buy
66,236
+1,705
+3% +$331K 1.23% 11
2022
Q4 		$11.8M Sell
64,531
-62
-0.1% -$11.5K 1.15% 12
2022
Q3 		$11M Buy
64,593
+3,238
+5% +$611K 1.32% 10
2022
Q2 		$10.8M Buy
61,355
+1,557
+3% +$301K 1.07% 13
2022
Q1 		$12.7M Buy
59,798
+4,603
+8% +$969K 1.04% 13
2021
Q4 		$12.5M Buy
55,195
+6,168
+13% +$1.4M 1.01% 15
2021
Q3 		$10.7M Buy
49,027
+17,874
+57% +$3.97M 0.93% 15
2021
Q2 		$7.02M Sell
31,153
-9,514
-23% -$2.11M 0.88% 18
2021
Q1 		$8.71M Buy
40,667
+2,894
+8% +$610K 0.92% 15
2020
Q4 		$7.35M Buy
37,773
+1,653
+5% +$292K 0.93% 16
2020
Q3 		$6.03K Buy
36,120
+8,041
+29% +$1.24M 0.81% 19
2020
Q2 		$4.09M Buy
28,079
+5,515
+24% +$741K 0.66% 30
2020
Q1 		$2.6M Buy
22,564
+11,051
+96% +$1.66M 0.55% 41
2019
Q4 		$1.9M Buy
11,513
+4,228
+58% +$673K 0.33% 81
2019
Q3 		$1.12M Buy
7,285
+814
+13% +$126K 0.78% 38
2019
Q2 		$1.01M Sell
6,471
-1,010
-14% -$156K 0.41% 68
2019
Q1 		$1.14K Sell
7,481
-6
-0.1% -$892 0.31% 95
2018
Q4 		$988K Buy
7,487
+1,173
+19% +$171K 0.24% 129
2018
Q3 		$1.03M Buy
6,314
+1,983
+46% +$321K 0.15% 203
2018
Q2 		$674K Buy
4,331
+449
+12% +$68.7K 0.21% 157
2018
Q1 		$570K Sell
3,882
-575
-13% -$85.8K 0.18% 188
2017
Q4 		$659K Buy
4,457
+2,185
+96% +$316K 0.16% 210
2017
Q3 		$321K Sell
2,272
-147
-6% -$20K 0.11% 277
2017
Q2 		$328K Buy
2,419
+63
+3% +$8.44K 0.12% 258
2017
Q1 		$314K Buy
+2,356
New +$312K 0.12% 239

Other funds holding VB

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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

Koshinski Asset Management's VB Position: Q2 2026 in Review

Koshinski Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5% in Q2 2026, buying an estimated $1.31M and bringing the position to 96,303 shares worth $29.2M. The position accounts for 1.55% of the portfolio, ranked #6.

Koshinski Asset Management first reported a position in VB in Q1 2017 and has held it in 38 quarters since. The position peaked at $17.5B in Q4 2024. 2,462 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Koshinski Asset Management held 96,303 shares of Vanguard Morningstar Small-Cap ETF worth $29.2M as of Q2 2026.
  • Koshinski Asset Management bought 4,583 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.31M.
  • Vanguard Morningstar Small-Cap ETF made up 1.55% of Koshinski Asset Management's portfolio in Q2 2026, its #6 holding.
  • Koshinski Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • Koshinski Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $17.5B in Q4 2024.
  • 2,462 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.