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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hardy Reed's VBR Position: Q2 2026 in Review

Hardy Reed held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 7,436 shares worth $1.81M. 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 31 quarters since. The position peaked at $15.5M in Q4 2019. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Hardy Reed held 7,436 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.81M as of Q2 2026.
Hardy Reed left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Hardy Reed's portfolio in Q2 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 31 quarters since.
Hardy Reed's Vanguard Morningstar Small-Cap Value ETF position peaked at $15.5M in Q4 2019.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.