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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hardy Reed's VBR Position: Q1 2026 in Review

Hardy Reed held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q1 2026 at 7,436 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #77.

Hardy Reed first reported a position in VBR in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.5M in Q4 2019. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Hardy Reed held 7,436 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.62M as of Q1 2026.
  • Hardy Reed left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Hardy Reed's portfolio in Q1 2026, its #77 holding.
  • Hardy Reed first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Hardy Reed's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.5M in Q4 2019.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.