Ogorek Anthony Joseph’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ogorek Anthony Joseph’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	$80K	Hold	266	–	–	0.02%	135
2026 Q1	$69K	Hold	266	–	–	0.02%	135
2025 Q4	$68K	Hold	266	–	–	0.02%	136
2025 Q3	$67K	Sell	266 -8	-3%	-$1.98K	0.02%	141
2025 Q2	$64K	Hold	274	–	–	0.02%	138
2025 Q1	$60K	Buy	274 +259	+1,727%	+$61.9K	0.02%	138
2024 Q4	$3K	Buy	+15	New	+$3.69K	﹤0.01%	269
2022 Q1	–	Sell	-60	Closed	-$13K	–	270
2021 Q4	$13K	Hold	60	–	–	0.01%	167
2021 Q3	$13K	Hold	60	–	–	0.01%	158
2021 Q2	$13K	Hold	60	–	–	0.01%	149
2021 Q1	$12K	Buy	+60	New	+$12.6K	0.01%	143

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

Ogorek Anthony Joseph's VB Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 266 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #135.

Ogorek Anthony Joseph first reported a position in VB in Q1 2021 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ogorek Anthony Joseph held 266 shares of Vanguard Morningstar Small-Cap ETF worth $80K as of Q2 2026.
Ogorek Anthony Joseph left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #135 holding.
Ogorek Anthony Joseph first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.