Hegarty Advisors
VB icon

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

Hegarty 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 		$1.37M Buy
4,818
+120
+3% +$35.7K 0.85% 28
2026
Q2 		$1.42M Sell
4,698
-16
-0.3% -$4.58K 0.98% 27
2026
Q1 		$1.23M Sell
4,714
-45
-0.9% -$12.2K 0.97% 28
2025
Q4 		$1.23M Buy
+4,759
New +$1.22M 1.07% 24

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hegarty Advisors's VB Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q3 2026, buying an estimated $35.7K and bringing the position to 4,818 shares worth $1.37M. The position accounts for 0.85% of the portfolio, ranked #28.

Hegarty Advisors first reported a position in VB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Hegarty Advisors held 4,818 shares of Vanguard Morningstar Small-Cap ETF worth $1.37M as of Q3 2026.
  • Hegarty Advisors bought 120 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $35.7K.
  • Vanguard Morningstar Small-Cap ETF made up 0.85% of Hegarty Advisors's portfolio in Q3 2026, its #28 holding.
  • Hegarty Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Hegarty Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.42M in Q2 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.