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Mokosak Advisory Group’s Vanguard Morningstar 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
Q3 		$5.07M Buy
17,810
+115
+0.6% +$34.2K 1.12% 12
2026
Q2 		$5.36M Sell
17,695
-607
-3% -$174K 1.16% 11
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% +$9.9K 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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Mokosak Advisory Group's VB Position: Q3 2026 in Review

Mokosak Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.65% in Q3 2026, buying an estimated $34.2K and bringing the position to 17,810 shares worth $5.07M. The position accounts for 1.12% of the portfolio, ranked #12.

Mokosak Advisory Group first reported a position in VB in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.36M in Q2 2026. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Mokosak Advisory Group held 17,810 shares of Vanguard Morningstar Small-Cap ETF worth $5.07M as of Q3 2026.
  • Mokosak Advisory Group bought 115 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $34.2K.
  • Vanguard Morningstar Small-Cap ETF made up 1.12% of Mokosak Advisory Group's portfolio in Q3 2026, its #12 holding.
  • Mokosak Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Mokosak Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $5.36M in Q2 2026.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.