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

HB Wealth Management’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 		$19.2M Buy
79,220
+15,645
+25% +$3.64M 0.11% 107
2026
Q1 		$13.8M Sell
63,575
-726
-1% -$162K 0.09% 119
2025
Q4 		$13.6M Buy
64,301
+2,708
+4% +$567K 0.09% 130
2025
Q3 		$12.9M Sell
61,593
-82
-0.1% -$16.8K 0.09% 126
2025
Q2 		$12M Buy
61,675
+3,447
+6% +$638K 0.1% 114
2025
Q1 		$10.8M Buy
58,228
+9,635
+20% +$1.9M 0.09% 121
2024
Q4 		$9.63M Buy
48,593
+609
+1% +$125K 0.1% 97
2024
Q3 		$9.63M Sell
47,984
-495
-1% -$95.2K 0.1% 95
2024
Q2 		$8.85M Buy
48,479
+43
+0.1% +$7.94K 0.1% 94
2024
Q1 		$9.29M Sell
48,436
-251
-0.5% -$45.3K 0.12% 90
2023
Q4 		$8.76M Buy
48,687
+3,848
+9% +$628K 0.13% 87
2023
Q3 		$7.15M Buy
44,839
+2,167
+5% +$362K 0.12% 92
2023
Q2 		$7.06M Sell
42,672
-366
-0.9% -$57.6K 0.11% 95
2023
Q1 		$6.83M Buy
43,038
+3,357
+8% +$556K 0.12% 92
2022
Q4 		$6.3M Sell
39,681
-1,165
-3% -$185K 0.11% 95
2022
Q3 		$5.86M Sell
40,846
-6,339
-13% -$1.01M 0.12% 86
2022
Q2 		$7.07M Sell
47,185
-474
-1% -$77.7K 0.15% 72
2022
Q1 		$8.38M Buy
47,659
+18,891
+66% +$3.28M 0.16% 62
2021
Q4 		$5.14M Buy
+28,768
New +$5.12M 0.1% 83

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HB Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 25% in Q2 2026, buying an estimated $3.64M and bringing the position to 79,220 shares worth $19.2M. The position accounts for 0.11% of the portfolio, ranked #107.

HB Wealth Management first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • HB Wealth Management held 79,220 shares of Vanguard Morningstar Small-Cap Value ETF worth $19.2M as of Q2 2026.
  • HB Wealth Management bought 15,645 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.64M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.11% of HB Wealth Management's portfolio in Q2 2026, its #107 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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