SGK
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Steigerwald Gordon & Koch’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Steigerwald Gordon & Koch’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 		$124K Hold
407
– – 0.01% 196
2026
Q1 		$107K Hold
407
– – 0.01% 203
2025
Q4 		$105K Hold
407
– – 0.01% 204
2025
Q3 		$104K Buy
+407
New +$101K 0.01% 207

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

Steigerwald Gordon & Koch's VB Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 407 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #196.

Steigerwald Gordon & Koch first reported a position in VB in Q3 2025 and has held it in 4 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Steigerwald Gordon & Koch held 407 shares of Vanguard Morningstar Small-Cap ETF worth $124K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #196 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.