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Anderson Hoagland & Co’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Anderson Hoagland & Co’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$700K Hold
2,881
– – 0.05% 119
2026
Q1 		$626K Hold
2,881
– – 0.05% 121
2025
Q4 		$610K Hold
2,881
– – 0.05% 122
2025
Q3 		$601K Hold
2,881
– – 0.05% 122
2025
Q2 		$562K Hold
2,881
– – 0.05% 124
2025
Q1 		$469K Hold
2,881
– – 0.06% 120
2024
Q4 		$589K Hold
2,881
– – 0.06% 120
2024
Q3 		$575K Hold
2,881
– – 0.06% 117
2024
Q2 		$519K Hold
2,881
– – 0.05% 116
2024
Q1 		$532K Hold
2,881
– – 0.06% 113
2023
Q4 		$501K Hold
2,881
– – 0.06% 106
2023
Q3 		$459K Hold
2,881
– – 0.06% 111
2023
Q2 		$477K Hold
2,881
– – 0.06% 106
2023
Q1 		$457K Hold
2,881
– – 0.07% 110
2022
Q4 		$473K Sell
2,881
-219
-7% -$34.9K 0.07% 111
2022
Q3 		$445K Hold
3,100
– – 0.07% 106
2022
Q2 		$474K Hold
3,100
– – 0.07% 104
2022
Q1 		$545K Hold
3,100
– – 0.07% 98
2021
Q4 		$530K Hold
3,100
– – 0.07% 99
2021
Q3 		$525K Hold
3,100
– – 0.07% 103
2021
Q2 		$538K Sell
3,100
-231
-7% -$40K 0.07% 101
2021
Q1 		$552K Sell
3,331
-45
-1% -$7.09K 0.08% 100
2020
Q4 		$480K Buy
+3,376
New +$436K 0.08% 94

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anderson Hoagland & Co's VBR Position: Q2 2026 in Review

Anderson Hoagland & Co held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,881 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #119.

Anderson Hoagland & Co first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Anderson Hoagland & Co held 2,881 shares of Vanguard Morningstar Small-Cap Value ETF worth $700K as of Q2 2026.
  • Anderson Hoagland & Co left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Anderson Hoagland & Co's portfolio in Q2 2026, its #119 holding.
  • Anderson Hoagland & Co first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.