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Hexagon Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hexagon Capital Partners’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 		$3.5M Sell
11,557
-1,405
-11% -$403K 0.49% 24
2026
Q1 		$3.4M Buy
+12,962
New +$3.51M 0.5% 24
2025
Q2 		– Sell
-7,406
Closed -$1.64M – 1636
2025
Q1 		$1.64M Hold
7,406
– – 0.31% 29
2024
Q4 		$1.78M Buy
7,406
+7,156
+2,862% +$1.76M 0.32% 22
2024
Q3 		$59.3K Sell
250
-11
-4% -$2.5K 0.01% 418
2024
Q2 		$56.8K Buy
261
+1
+0.4% +$220 0.01% 407
2024
Q1 		$59.5K Sell
260
-1
-0.4% -$215 0.01% 395
2023
Q4 		$55.5K Sell
261
-1
-0.4% -$193 0.01% 388
2023
Q3 		$49.6K Hold
262
– – 0.01% 368
2023
Q2 		$52.2K Hold
262
– – 0.01% 351
2023
Q1 		$49.7K Sell
262
-114
-30% -$22.1K 0.01% 356
2022
Q4 		$69.1K Sell
376
-16
-4% -$2.96K 0.02% 290
2022
Q3 		$67K Sell
392
-5
-1% -$944 0.02% 309
2022
Q2 		$70K Sell
397
-237
-37% -$45.8K 0.02% 311
2022
Q1 		$135K Buy
634
+1
+0.2% +$211 0.04% 230
2021
Q4 		$143K Hold
633
– – 0.04% 221
2021
Q3 		$138K Buy
633
+2
+0.3% +$445 0.04% 204
2021
Q2 		$142K Buy
631
+7
+1% +$1.55K 0.04% 198
2021
Q1 		$133K Sell
624
-203
-25% -$42.8K 0.04% 184
2020
Q4 		$161K Hold
827
– – 0.05% 137
2020
Q3 		$132K Buy
+827
New +$127K 0.04% 142

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

Hexagon Capital Partners's VB Position: Q2 2026 in Review

Hexagon Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $403K and leaving 11,557 shares worth $3.5M. The position accounts for 0.49% of the portfolio, ranked #24.

Hexagon Capital Partners first reported a position in VB in Q3 2020 and has held it in 21 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hexagon Capital Partners held 11,557 shares of Vanguard Morningstar Small-Cap ETF worth $3.5M as of Q2 2026.
  • Hexagon Capital Partners sold 1,405 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $403K.
  • Vanguard Morningstar Small-Cap ETF made up 0.49% of Hexagon Capital Partners's portfolio in Q2 2026, its #24 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 21 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.