HCP
VBR icon

Hardin Capital Partners’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hardin Capital Partners’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 		$560K Buy
2,301
+45
+2% +$10.5K 0.26% 60
2026
Q1 		$490K Buy
2,256
+117
+5% +$26.2K 0.23% 62
2025
Q4 		$453K Buy
2,139
+3
+0.1% +$628 0.21% 65
2025
Q3 		$446K Buy
2,136
+17
+0.8% +$3.48K 0.24% 63
2025
Q2 		$421K Buy
2,119
+77
+4% +$14.3K 0.25% 67
2025
Q1 		$380K Sell
2,042
-59
-3% -$11.7K 0.23% 70
2024
Q4 		$416K Buy
2,101
+64
+3% +$13.1K 0.25% 61
2024
Q3 		$403K Sell
2,037
-299
-13% -$57.5K 0.23% 66
2024
Q2 		$426K Buy
+2,336
New +$432K 0.28% 57

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Hardin Capital Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,301 shares worth $560K. The position accounts for 0.26% of the portfolio, ranked #60.

Hardin Capital Partners first reported a position in VBR in Q2 2024 and has held it in 9 quarters since. 1,161 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Hardin Capital Partners held 2,301 shares of Vanguard Morningstar Small-Cap Value ETF worth $560K as of Q2 2026.
  • Hardin Capital Partners bought 45 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.26% of Hardin Capital Partners's portfolio in Q2 2026, its #60 holding.
  • Hardin Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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