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Mokosak Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Mokosak Advisory Group’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 		$4.79M Buy
18,302
+337
+2% +$91.2K 1.2% 11
2025
Q4 		$4.63M Buy
17,965
+591
+3% +$151K 1.16% 11
2025
Q3 		$4.42M Buy
17,374
+40
+0.2% +$9.92K 1.16% 12
2025
Q2 		$4.11M Buy
17,334
+122
+0.7% +$27.2K 1.16% 12
2025
Q1 		$3.82M Buy
17,212
+193
+1% +$46.1K 1.18% 12
2024
Q4 		$4.09M Sell
17,019
-253
-1% -$62.3K 1.23% 11
2024
Q3 		$4.1M Sell
17,272
-608
-3% -$138K 1.23% 12
2024
Q2 		$3.9M Sell
17,880
-16
-0.1% -$3.51K 1.29% 13
2024
Q1 		$4.09M Buy
17,896
+39
+0.2% +$8.39K 1.35% 11
2023
Q4 		$3.81M Buy
17,857
+271
+2% +$52.2K 1.37% 11
2023
Q3 		$3.33M Buy
17,586
+303
+2% +$60.4K 1.35% 11
2023
Q2 		$3.44M Buy
17,283
+113
+0.7% +$21.4K 1.36% 13
2023
Q1 		$3.25M Buy
17,170
+589
+4% +$114K 1.39% 12
2022
Q4 		$3.05M Sell
16,581
-722
-4% -$134K 1.36% 12
2022
Q3 		$2.96M Buy
17,303
+2,860
+20% +$540K 1.46% 12
2022
Q2 		$2.54M Buy
14,443
+760
+6% +$147K 1.21% 11
2022
Q1 		$2.91M Buy
13,683
+380
+3% +$80K 1.18% 11
2021
Q4 		$3M Buy
13,303
+49
+0.4% +$11.1K 1.15% 12
2021
Q3 		$2.9M Sell
13,254
-270
-2% -$60K 1.2% 11
2021
Q2 		$3.05M Buy
13,524
+399
+3% +$88.4K 1.28% 11
2021
Q1 		$2.81M Sell
13,125
-1,504
-10% -$317K 1.26% 11
2020
Q4 		$2.85M Buy
14,629
+581
+4% +$102K 1.36% 11
2020
Q3 		$2.16M Sell
14,048
-167
-1% -$25.7K 1.24% 13
2020
Q2 		$2.07M Sell
14,215
-395
-3% -$53K 1.27% 12
2020
Q1 		$1.68M Buy
+14,610
New +$2.2M 1.26% 13

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mokosak Advisory Group's VB Position: Q1 2026 in Review

Mokosak Advisory Group increased its Vanguard Small-Cap ETF (VB) stake by 1.9% in Q1 2026, buying an estimated $91.2K and bringing the position to 18,302 shares worth $4.79M. The position accounts for 1.2% of the portfolio, ranked #11.

Mokosak Advisory Group first reported a position in VB in Q1 2020 and has held it in 25 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Mokosak Advisory Group held 18,302 shares of Vanguard Small-Cap ETF worth $4.79M as of Q1 2026.
  • Mokosak Advisory Group bought 337 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $91.2K.
  • Vanguard Small-Cap ETF made up 1.2% of Mokosak Advisory Group's portfolio in Q1 2026, its #11 holding.
  • Mokosak Advisory Group first reported a position in Vanguard Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.