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

Hamilton Point Investment Advisors’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 		$13.1K Hold
54
– – ﹤0.01% 186
2026
Q1 		$11.7K Hold
54
– – ﹤0.01% 178
2025
Q4 		$11.4K Sell
54
-70
-56% -$14.7K ﹤0.01% 179
2025
Q3 		$26K Hold
124
– – ﹤0.01% 148
2025
Q2 		$24.3K Hold
124
– – ﹤0.01% 147
2025
Q1 		$23.1K Buy
124
+76
+158% +$15K ﹤0.01% 142
2024
Q4 		$9.51K Buy
+48
New +$9.85K ﹤0.01% 151

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 22.9% 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

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

Hamilton Point Investment Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 54 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Hamilton Point Investment Advisors first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $26K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Hamilton Point Investment Advisors held 54 shares of Vanguard Morningstar Small-Cap Value ETF worth $13.1K as of Q2 2026.
  • Hamilton Point Investment Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Hamilton Point Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Hamilton Point Investment Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $26K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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