HCP
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Hardin Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hardin Capital Partners’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 		$492K Buy
1,621
+70
+5% +$20.1K 0.23% 68
2026
Q1 		$406K Buy
1,551
+21
+1% +$5.68K 0.19% 79
2025
Q4 		$395K Buy
1,530
+3
+0.2% +$769 0.19% 75
2025
Q3 		$388K Sell
1,527
-69
-4% -$17.1K 0.21% 79
2025
Q2 		$382K Buy
1,596
+80
+5% +$17.8K 0.22% 74
2025
Q1 		$336K Sell
1,516
-3
-0.2% -$716 0.21% 79
2024
Q4 		$365K Sell
1,519
-3
-0.2% -$738 0.22% 71
2024
Q3 		$358K Buy
1,522
+4
+0.3% +$909 0.2% 72
2024
Q2 		$331K Buy
+1,518
New +$333K 0.22% 74

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Hardin Capital Partners's VB Position: Q2 2026 in Review

Hardin Capital Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.5% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,621 shares worth $492K. The position accounts for 0.23% of the portfolio, ranked #68.

Hardin Capital Partners first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 1,654 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hardin Capital Partners held 1,621 shares of Vanguard Morningstar Small-Cap ETF worth $492K as of Q2 2026.
  • Hardin Capital Partners bought 70 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.23% of Hardin Capital Partners's portfolio in Q2 2026, its #68 holding.
  • Hardin Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.