Kachkovsky & Fisher, Inc.’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kachkovsky & Fisher, Inc.’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	$956K	Buy	+3,155	New	+$904K	0.92%	29

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

Kachkovsky & Fisher, Inc.'s VB Position: Q2 2026 in Review

Kachkovsky & Fisher, Inc. opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 3,155 shares worth $956K. The stake represents 0.92% of the portfolio and ranks #29 among its holdings.

2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kachkovsky & Fisher, Inc. held 3,155 shares of Vanguard Morningstar Small-Cap ETF worth $956K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Kachkovsky & Fisher, Inc. position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.92% of Kachkovsky & Fisher, Inc.'s portfolio in Q2 2026, its #29 holding.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kachkovsky & Fisher, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.