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HBW Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HBW Advisory Services’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
Q1 		– Sell
-1,363
Closed -$352K – 469
2025
Q4 		$352K Buy
1,363
+10
+0.7% +$2.56K 0.04% 326
2025
Q3 		$344K Sell
1,353
-38
-3% -$9.42K 0.04% 318
2025
Q2 		$330K Sell
1,391
-99
-7% -$22.1K 0.04% 305
2025
Q1 		$331K Sell
1,490
-243
-14% -$58K 0.05% 269
2024
Q4 		$416K Buy
1,733
+14
+0.8% +$3.44K 0.04% 233
2024
Q3 		$408K Sell
1,719
-1,077
-39% -$245K 0.06% 229
2024
Q2 		$610K Sell
2,796
-453
-14% -$99.5K 0.1% 179
2024
Q1 		$693K Hold
3,249
– – 0.13% 154
2023
Q4 		$693K Buy
3,249
+231
+8% +$44.5K 0.13% 154
2023
Q3 		$571K Buy
3,018
+152
+5% +$30.3K 0.12% 165
2023
Q2 		$570K Sell
2,866
-10
-0.3% -$1.89K 0.12% 168
2023
Q1 		$545K Buy
2,876
+32
+1% +$6.21K 0.14% 162
2022
Q4 		$522K Buy
2,844
+470
+20% +$87.1K 0.14% 164
2022
Q3 		$406K Sell
2,374
-37
-2% -$6.99K 0.11% 165
2022
Q2 		$425K Sell
2,411
-230
-9% -$44.4K 0.11% 163
2022
Q1 		$561K Sell
2,641
-13
-0.5% -$2.74K 0.2% 126
2021
Q4 		$600K Buy
2,654
+505
+23% +$115K 0.14% 143
2021
Q3 		$470K Buy
2,149
+1,038
+93% +$231K 0.12% 159
2021
Q2 		$250K Buy
+1,111
New +$246K 0.07% 209
2021
Q1 		– Sell
-4,701
Closed -$915K – 272
2020
Q4 		$915K Buy
4,701
+124
+3% +$21.9K 0.28% 85
2020
Q3 		$704K Buy
+4,577
New +$703K 0.29% 85

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

HBW Advisory Services's VB Position: Q1 2026 in Review

HBW Advisory Services sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,363 shares — an estimated $352K sold.

HBW Advisory Services first reported a position in VB in Q3 2020 and held it in 21 quarters. The position peaked at $915K in Q4 2020. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • HBW Advisory Services reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • HBW Advisory Services sold 1,363 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $352K.
  • HBW Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and held it in 21 quarters.
  • HBW Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $915K in Q4 2020.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.