Hegarty Advisors
VBR icon

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

Hegarty Advisors’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
Q3 		$11.4M Buy
49,216
+4,245
+9% +$1.04M 7.03% 3
2026
Q2 		$10.9M Sell
44,971
-69
-0.2% -$16K 7.52% 3
2026
Q1 		$9.8M Buy
45,040
+228
+0.5% +$51K 7.71% 3
2025
Q4 		$9.49M Buy
+44,812
New +$9.38M 8.24% 3

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hegarty Advisors's VBR Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 9.4% in Q3 2026, buying an estimated $1.04M and bringing the position to 49,216 shares worth $11.4M. The position accounts for 7.03% of the portfolio, ranked #3.

Hegarty Advisors first reported a position in VBR in Q4 2025 and has held it in 4 quarters since. 1,286 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Hegarty Advisors held 49,216 shares of Vanguard Morningstar Small-Cap Value ETF worth $11.4M as of Q3 2026.
  • Hegarty Advisors bought 4,245 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $1.04M.
  • Vanguard Morningstar Small-Cap Value ETF made up 7.03% of Hegarty Advisors's portfolio in Q3 2026, its #3 holding.
  • Hegarty Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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