Hantz Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hantz Financial Services’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	$1.05M	Buy	3,480 +2,302	+195%	+$660K	0.01%	506
2026 Q1	$309K	Buy	1,178 +379	+47%	+$103K	﹤0.01%	839
2025 Q4	$206K	Buy	799 +263	+49%	+$67.4K	﹤0.01%	854
2025 Q3	$136K	Sell	536 -206	-28%	-$51.1K	﹤0.01%	878
2025 Q2	$176K	Buy	742 +105	+16%	+$23.4K	﹤0.01%	636
2025 Q1	$141K	Buy	+637	New	+$152K	﹤0.01%	587
2024 Q3	–	Sell	-190	Closed	-$41K	–	1183
2024 Q2	$41K	Sell	190 -29	-13%	-$6.37K	﹤0.01%	679
2024 Q1	$50K	Buy	219 +15	+7%	+$3.23K	﹤0.01%	665
2023 Q4	$44K	Hold	204	–	–	﹤0.01%	663
2023 Q3	$39K	Sell	204 -512	-72%	-$102K	﹤0.01%	655
2023 Q2	$142K	Sell	716 -72	-9%	-$13.6K	﹤0.01%	560
2023 Q1	$149K	Buy	788 +72	+10%	+$14K	﹤0.01%	556
2022 Q4	$131K	Hold	716	–	–	﹤0.01%	559
2022 Q3	$122K	Hold	716	–	–	﹤0.01%	544
2022 Q2	$126K	Hold	716	–	–	﹤0.01%	538
2022 Q1	$152K	Buy	+716	New	+$151K	﹤0.01%	543

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

Hantz Financial Services's VB Position: Q2 2026 in Review

Hantz Financial Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 195% in Q2 2026, buying an estimated $660K and bringing the position to 3,480 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #506.

Hantz Financial Services first reported a position in VB in Q1 2022 and has held it in 16 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hantz Financial Services held 3,480 shares of Vanguard Morningstar Small-Cap ETF worth $1.05M as of Q2 2026.
Hantz Financial Services bought 2,302 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $660K.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #506 holding.
Hantz Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.