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Kuhn & Co Investment Counsel’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kuhn & Co Investment Counsel’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 		$1.24M Sell
4,096
-88
-2% -$25.2K 0.72% 37
2026
Q1 		$1.1M Buy
4,184
+94
+2% +$25.4K 0.71% 39
2025
Q4 		$1.06M Buy
4,090
+10
+0.2% +$2.56K 0.7% 41
2025
Q3 		$1.04M Buy
4,080
+37
+0.9% +$9.18K 0.82% 34
2025
Q2 		$958K Buy
4,043
+348
+9% +$77.6K 0.72% 41
2025
Q1 		$819K Sell
3,695
-118
-3% -$28.2K 0.69% 46
2024
Q4 		$916K Sell
3,813
-39
-1% -$9.6K 0.78% 37
2024
Q3 		$914K Sell
3,852
-103
-3% -$23.4K 0.78% 36
2024
Q2 		$862K Sell
3,955
-272
-6% -$59.7K 0.77% 41
2024
Q1 		$966K Buy
4,227
+345
+9% +$74.2K 0.91% 32
2023
Q4 		$828K Buy
+3,882
New +$748K 0.85% 42

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

Kuhn & Co Investment Counsel's VB Position: Q2 2026 in Review

Kuhn & Co Investment Counsel reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q2 2026, selling an estimated $25.2K and leaving 4,096 shares worth $1.24M. The position accounts for 0.72% of the portfolio, ranked #37.

Kuhn & Co Investment Counsel first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Kuhn & Co Investment Counsel held 4,096 shares of Vanguard Morningstar Small-Cap ETF worth $1.24M as of Q2 2026.
  • Kuhn & Co Investment Counsel sold 88 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $25.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.72% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #37 holding.
  • Kuhn & Co Investment Counsel first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.