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

Hexagon Capital Partners’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$579K Sell
1,583
-2
-0.1% -$681 0.08% 113
2026
Q1 		$479K Buy
+1,585
New +$498K 0.07% 120
2025
Q2 		– Sell
-1,917
Closed -$483K – 1637
2025
Q1 		$483K Buy
1,917
+5
+0.3% +$1.39K 0.09% 111
2024
Q4 		$536K Sell
1,912
-124
-6% -$35K 0.1% 100
2024
Q3 		$544K Sell
2,036
-104
-5% -$26.6K 0.11% 90
2024
Q2 		$535K Sell
2,140
-35
-2% -$8.73K 0.12% 86
2024
Q1 		$567K Sell
2,175
-438
-17% -$108K 0.13% 83
2023
Q4 		$632K Sell
2,613
-1,255
-32% -$272K 0.15% 70
2023
Q3 		$828K Sell
3,868
-338
-8% -$76.8K 0.22% 41
2023
Q2 		$966K Sell
4,206
-190
-4% -$41.3K 0.25% 35
2023
Q1 		$951K Sell
4,396
-40
-0.9% -$8.65K 0.27% 37
2022
Q4 		$890K Sell
4,436
-366
-8% -$74.9K 0.26% 38
2022
Q3 		$937K Sell
4,802
-73
-1% -$15.7K 0.28% 36
2022
Q2 		$961K Sell
4,875
-48
-1% -$10.4K 0.29% 42
2022
Q1 		$1.22M Buy
4,923
+139
+3% +$34.2K 0.32% 36
2021
Q4 		$1.35M Buy
4,784
+149
+3% +$42.7K 0.35% 32
2021
Q3 		$1.3M Buy
4,635
+58
+1% +$16.6K 0.38% 30
2021
Q2 		$1.33M Buy
4,577
+268
+6% +$75K 0.37% 26
2021
Q1 		$1.18M Sell
4,309
-52
-1% -$14.7K 0.32% 28
2020
Q4 		$1.17M Sell
4,361
-19
-0.4% -$4.59K 0.34% 29
2020
Q3 		$957K Buy
+4,380
New +$925K 0.31% 29

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Hexagon Capital Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.13% in Q2 2026, selling an estimated $681 and leaving 1,583 shares worth $579K. The position accounts for 0.08% of the portfolio, ranked #113.

Hexagon Capital Partners first reported a position in VBK in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.35M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Hexagon Capital Partners held 1,583 shares of Vanguard Morningstar Small-Cap Growth ETF worth $579K as of Q2 2026.
  • Hexagon Capital Partners sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $681.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Hexagon Capital Partners's portfolio in Q2 2026, its #113 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • Hexagon Capital Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.35M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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