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Hazlett, Burt & Watson’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hazlett, Burt & Watson’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 		$425K Buy
1,401
+63
+5% +$18.1K 0.11% 174
2026
Q1 		$352K Buy
1,338
+47
+4% +$12.7K 0.11% 179
2025
Q4 		$332K Buy
1,291
+103
+9% +$26.4K 0.11% 180
2025
Q3 		$302K Buy
1,188
+220
+23% +$54.6K 0.11% 174
2025
Q2 		$228K Buy
968
+64
+7% +$14.3K 0.09% 186
2025
Q1 		$203K Sell
904
-208
-19% -$49.7K 0.09% 192
2024
Q4 		$265K Sell
1,112
-7
-0.6% -$1.72K 0.12% 166
2024
Q3 		$265K Buy
1,119
+484
+76% +$110K 0.12% 166
2024
Q2 		$137K Sell
635
-19
-3% -$4.17K 0.07% 230
2024
Q1 		$149K Buy
654
+99
+18% +$21.3K 0.09% 197
2023
Q4 		$119K Buy
555
+95
+21% +$18.3K 0.08% 204
2023
Q3 		$85K Buy
460
+34
+8% +$6.77K 0.06% 243
2023
Q2 		$86K Buy
426
+277
+186% +$52.3K 0.06% 228
2023
Q1 		$27K Buy
149
+1
+0.7% +$194 0.02% 356
2022
Q4 		$27K Buy
148
+50
+51% +$9.27K 0.02% 351
2022
Q3 		$17K Hold
98
– – 0.02% 397
2022
Q2 		$17K Hold
98
– – 0.02% 399
2022
Q1 		$21K Buy
+98
New +$20.6K 0.02% 391

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hazlett, Burt & Watson's VB Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q2 2026, buying an estimated $18.1K and bringing the position to 1,401 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #174.

Hazlett, Burt & Watson first reported a position in VB in Q1 2022 and has held it in 18 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hazlett, Burt & Watson held 1,401 shares of Vanguard Morningstar Small-Cap ETF worth $425K as of Q2 2026.
  • Hazlett, Burt & Watson bought 63 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #174 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.