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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kuhn & Co Investment Counsel's VB Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,184 shares worth $1.1M. The position accounts for 0.71% of the portfolio, ranked #39.

Kuhn & Co Investment Counsel first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Kuhn & Co Investment Counsel held 4,184 shares of Vanguard Morningstar Small-Cap ETF worth $1.1M as of Q1 2026.
Kuhn & Co Investment Counsel bought 94 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $25.4K.
Vanguard Morningstar Small-Cap ETF made up 0.71% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #39 holding.
Kuhn & Co Investment Counsel first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.