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

Hantz Financial Services’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 		$136K Buy
558
+62
+13% +$14.4K ﹤0.01% 1278
2026
Q1 		$108K Buy
496
+292
+143% +$65.3K ﹤0.01% 1262
2025
Q4 		$43K Hold
204
– – ﹤0.01% 1504
2025
Q3 		$43K Hold
204
– – ﹤0.01% 1280
2025
Q2 		$40K Hold
204
– – ﹤0.01% 1037
2025
Q1 		$38K Buy
+204
New +$40.3K ﹤0.01% 743
2024
Q4 		– Sell
-25
Closed -$5K – 1209
2024
Q3 		$5K Buy
+25
New +$4.81K ﹤0.01% 874
2024
Q2 		– Sell
-114
Closed -$22K – 1267
2024
Q1 		$22K Buy
+114
New +$20.6K ﹤0.01% 737
2023
Q3 		– Sell
-223
Closed -$37K – 1188
2023
Q2 		$37K Sell
223
-8
-3% -$1.26K ﹤0.01% 649
2023
Q1 		$37K Buy
+231
New +$38.2K ﹤0.01% 650
2022
Q4 		– Sell
-230
Closed -$33K – 1156
2022
Q3 		$33K Hold
230
– – ﹤0.01% 628
2022
Q2 		$34K Buy
230
+20
+10% +$3.28K ﹤0.01% 620
2022
Q1 		$37K Sell
210
-4
-2% -$695 ﹤0.01% 634
2021
Q4 		$38K Buy
214
+4
+2% +$711 ﹤0.01% 577
2021
Q3 		$36K Buy
210
+200
+2,000% +$34.2K ﹤0.01% 574
2021
Q2 		$2K Buy
+10
New +$1.73K ﹤0.01% 767

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

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

Hantz Financial Services increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 13% in Q2 2026, buying an estimated $14.4K and bringing the position to 558 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Hantz Financial Services first reported a position in VBR in Q2 2021 and has held it in 16 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Hantz Financial Services held 558 shares of Vanguard Morningstar Small-Cap Value ETF worth $136K as of Q2 2026.
  • Hantz Financial Services bought 62 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $14.4K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1278 holding.
  • Hantz Financial Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 16 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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