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HB Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HB Wealth Management’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 		$32.1M Buy
105,892
+14,788
+16% +$4.24M 0.18% 67
2026
Q1 		$23.9M Buy
91,104
+5,114
+6% +$1.38M 0.15% 77
2025
Q4 		$22.2M Buy
85,990
+2,861
+3% +$733K 0.14% 82
2025
Q3 		$21.1M Buy
83,129
+8,969
+12% +$2.22M 0.14% 82
2025
Q2 		$17.6M Buy
74,160
+7,626
+11% +$1.7M 0.14% 81
2025
Q1 		$14.8M Buy
66,534
+1,592
+2% +$380K 0.12% 95
2024
Q4 		$15.6M Sell
64,942
-2,625
-4% -$646K 0.16% 67
2024
Q3 		$16M Sell
67,567
-2,828
-4% -$643K 0.17% 67
2024
Q2 		$15.3M Sell
70,395
-3,654
-5% -$802K 0.18% 61
2024
Q1 		$16.9M Sell
74,049
-3,685
-5% -$793K 0.21% 54
2023
Q4 		$16.6M Buy
77,734
+6,182
+9% +$1.19M 0.24% 48
2023
Q3 		$13.5M Sell
71,552
-323
-0.4% -$64.4K 0.22% 53
2023
Q2 		$14.3M Buy
71,875
+1,400
+2% +$265K 0.23% 49
2023
Q1 		$13.4M Sell
70,475
-1,001
-1% -$194K 0.23% 49
2022
Q4 		$13.1M Sell
71,476
-4,046
-5% -$750K 0.24% 51
2022
Q3 		$12.9M Buy
75,522
+10,382
+16% +$1.96M 0.27% 40
2022
Q2 		$11.5M Sell
65,140
-5,263
-7% -$1.02M 0.24% 41
2022
Q1 		$15M Buy
70,403
+11,745
+20% +$2.47M 0.28% 34
2021
Q4 		$13.3M Buy
+58,658
New +$13.3M 0.27% 34

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

HB Wealth Management's VB Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, buying an estimated $4.24M and bringing the position to 105,892 shares worth $32.1M. The position accounts for 0.18% of the portfolio, ranked #67.

HB Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • HB Wealth Management held 105,892 shares of Vanguard Morningstar Small-Cap ETF worth $32.1M as of Q2 2026.
  • HB Wealth Management bought 14,788 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.24M.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of HB Wealth Management's portfolio in Q2 2026, its #67 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.