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 Q3	$1.8M	Sell	6,322 -9	-0.1%	-$2.68K	0.14%	92
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HCR Wealth Advisors's VB Position: Q3 2026 in Review

HCR Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.14% in Q3 2026, selling an estimated $2.68K and leaving 6,322 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #92.

HCR Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.92M in Q2 2026. 1,307 funds tracked by Wall St. Rank hold VB as of Q3 2026.

HCR Wealth Advisors held 6,322 shares of Vanguard Morningstar Small-Cap ETF worth $1.8M as of Q3 2026.
HCR Wealth Advisors sold 9 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.68K.
Vanguard Morningstar Small-Cap ETF made up 0.14% of HCR Wealth Advisors's portfolio in Q3 2026, its #92 holding.
HCR Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 7 quarters since.
HCR Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.92M in Q2 2026.
1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on HCR Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.