HCR Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HCR Wealth Advisors’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	$1.92M	Buy	6,331 +1	+0%	+$287	0.17%	80
2026 Q1	$1.66M	Buy	6,330 +2	+0%	+$541	0.17%	83
2025 Q4	$1.63M	Buy	6,328 +5,303	+517%	+$1.36M	0.16%	84
2025 Q3	$263K	Sell	1,025 -2	-0.2%	-$496	0.03%	200
2025 Q2	$244K	Buy	+1,027	New	+$229K	0.03%	207
2020 Q1	–	Sell	-2	Closed	–	–	260
2019 Q4	$0	Buy	+2	New	+$319	﹤0.01%	251

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HCR Wealth Advisors's VB Position: Q2 2026 in Review

HCR Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.02% in Q2 2026, buying an estimated $287 and bringing the position to 6,331 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #80.

HCR Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 6 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

HCR Wealth Advisors held 6,331 shares of Vanguard Morningstar Small-Cap ETF worth $1.92M as of Q2 2026.
HCR Wealth Advisors bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.17% of HCR Wealth Advisors's portfolio in Q2 2026, its #80 holding.
HCR Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 6 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.