Koss-Olinger Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Koss-Olinger Consulting’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	$304K	Sell	1,004 -318	-24%	-$91.1K	0.02%	131
2026 Q1	$346K	Sell	1,322 -44	-3%	-$11.9K	0.03%	187
2025 Q4	$352K	Buy	1,366 +1	+0.1%	+$256	0.03%	200
2025 Q3	$324K	Hold	1,365	–	–	0.03%	257
2025 Q2	$324K	Buy	1,365 +234	+21%	+$52.2K	0.03%	258
2025 Q1	$251K	Buy	+1,131	New	+$270K	0.02%	273

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

Koss-Olinger Consulting's VB Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q2 2026, selling an estimated $91.1K and leaving 1,004 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #131.

Koss-Olinger Consulting first reported a position in VB in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Koss-Olinger Consulting held 1,004 shares of Vanguard Morningstar Small-Cap ETF worth $304K as of Q2 2026.
Koss-Olinger Consulting sold 318 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $91.1K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #131 holding.
Koss-Olinger Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Koss-Olinger Consulting's Vanguard Morningstar Small-Cap ETF position peaked at $352K in Q4 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.