Hamilton Point Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hamilton Point Investment Advisors’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	$3.64K	Hold	12	–	–	﹤0.01%	193
2026 Q1	$3.14K	Hold	12	–	–	﹤0.01%	184
2025 Q4	$3.1K	Hold	12	–	–	﹤0.01%	187
2025 Q3	$3.06K	Hold	12	–	–	﹤0.01%	160
2025 Q2	$2.85K	Hold	12	–	–	﹤0.01%	159
2025 Q1	$2.66K	Hold	12	–	–	﹤0.01%	154
2024 Q4	$2.88K	Hold	12	–	–	﹤0.01%	159
2024 Q3	$2.85K	Hold	12	–	–	﹤0.01%	158
2024 Q2	$2.63K	Hold	12	–	–	﹤0.01%	144
2024 Q1	$2.74K	Hold	12	–	–	﹤0.01%	149
2023 Q4	$2.56K	Hold	12	–	–	﹤0.01%	152
2023 Q3	$2.27K	Sell	12 -135	-92%	-$26.9K	﹤0.01%	136
2023 Q2	$29.2K	Hold	147	–	–	0.01%	137
2023 Q1	$27.9K	Buy	+147	New	+$28.5K	0.01%	136

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

Hamilton Point Investment Advisors's VB Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 12 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Hamilton Point Investment Advisors first reported a position in VB in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.2K in Q2 2023. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hamilton Point Investment Advisors held 12 shares of Vanguard Morningstar Small-Cap ETF worth $3.64K as of Q2 2026.
Hamilton Point Investment Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #193 holding.
Hamilton Point Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $29.2K in Q2 2023.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.