Hardy Reed’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hardy Reed’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 Q3	$1.72M	Buy	7,459 +23	+0.3%	+$5.61K	0.11%	78
2026 Q2	$1.81M	Hold	7,436	–	–	0.12%	77
2026 Q1	$1.62M	Hold	7,436	–	–	0.12%	77
2025 Q4	$1.57M	Hold	7,436	–	–	0.11%	76
2025 Q3	$1.55M	Hold	7,436	–	–	0.11%	76
2025 Q2	$1.45M	Hold	7,436	–	–	0.12%	78
2025 Q1	$1.39M	Hold	7,436	–	–	0.12%	78
2024 Q4	$1.47M	Buy	7,436 +8	+0.1%	+$1.64K	0.13%	70
2024 Q3	$1.49M	Sell	7,428 -1,019	-12%	-$196K	0.13%	76
2024 Q2	$1.54M	Hold	8,447	–	–	0.15%	69
2024 Q1	$1.62M	Hold	8,447	–	–	0.2%	35
2023 Q4	$1.52M	Hold	8,447	–	–	0.21%	35
2023 Q3	$1.35M	Hold	8,447	–	–	0.24%	29
2023 Q2	$1.4M	Hold	8,447	–	–	0.25%	28
2023 Q1	$1.34M	Hold	8,447	–	–	0.24%	34
2022 Q4	$1.34M	Sell	8,447 -1,240	-13%	-$197K	0.25%	32
2022 Q3	$1.39M	Sell	9,687 -626	-6%	-$99.4K	0.31%	25
2022 Q2	$1.54M	Hold	10,313	–	–	0.33%	24
2022 Q1	$1.81M	Sell	10,313 -499	-5%	-$86.8K	0.34%	21
2021 Q4	$1.93M	Hold	10,812	–	–	0.32%	25
2021 Q3	$1.83M	Buy	10,812 +746	+7%	+$128K	0.33%	27
2021 Q2	$1.75M	Sell	10,066 -289	-3%	-$50.1K	0.31%	28
2021 Q1	$1.72M	Sell	10,355 -171	-2%	-$26.9K	0.33%	27
2020 Q4	$1.5M	Sell	10,526 -971	-8%	-$125K	0.31%	28
2020 Q3	$1.27M	Sell	11,497 -8,071	-41%	-$905K	0.32%	29
2020 Q2	$2.09M	Sell	19,568 -10,846	-36%	-$1.09M	0.74%	26
2020 Q1	$2.7M	Sell	30,414 -82,750	-73%	-$10M	1.23%	17
2019 Q4	$15.5M	Hold	113,164	–	–	5.78%	5
2019 Q3	$14.6M	Buy	113,164 +1,587	+1%	+$203K	5.82%	5
2019 Q2	$14.6M	Sell	111,577 -46	-0%	-$5.98K	5.72%	4
2019 Q1	$14.4M	Sell	111,623 -1,279	-1%	-$163K	5.26%	4
2018 Q4	$12.9M	Buy	+112,902	New	+$14.3M	5.27%	5

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hardy Reed's VBR Position: Q3 2026 in Review

Hardy Reed increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.31% in Q3 2026, buying an estimated $5.61K and bringing the position to 7,459 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #78.

Hardy Reed first reported a position in VBR in Q4 2018 and has held it in 32 quarters since. The position peaked at $15.5M in Q4 2019. 1,140 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Hardy Reed held 7,459 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.72M as of Q3 2026.
Hardy Reed bought 23 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $5.61K.
Vanguard Morningstar Small-Cap Value ETF made up 0.11% of Hardy Reed's portfolio in Q3 2026, its #78 holding.
Hardy Reed first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 32 quarters since.
Hardy Reed's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.5M in Q4 2019.
1,140 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.