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Hexagon Capital Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hexagon Capital Partners’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
Q1 		$572K Buy
+2,633
New +$589K 0.08% 102
2025
Q2 		– Sell
-3,439
Closed -$641K – 1638
2025
Q1 		$641K Sell
3,439
-4
-0.1% -$790 0.12% 81
2024
Q4 		$682K Sell
3,443
-224
-6% -$46K 0.12% 76
2024
Q3 		$736K Sell
3,667
-173
-5% -$33.3K 0.14% 70
2024
Q2 		$701K Sell
3,840
-70
-2% -$12.9K 0.15% 71
2024
Q1 		$750K Sell
3,910
-816
-17% -$147K 0.17% 65
2023
Q4 		$850K Sell
4,726
-2,665
-36% -$435K 0.2% 49
2023
Q3 		$1.18M Sell
7,391
-618
-8% -$103K 0.31% 27
2023
Q2 		$1.32M Sell
8,009
-360
-4% -$56.7K 0.35% 28
2023
Q1 		$1.33M Sell
8,369
-74
-0.9% -$12.3K 0.37% 26
2022
Q4 		$1.34M Sell
8,443
-660
-7% -$105K 0.39% 21
2022
Q3 		$1.3M Sell
9,103
-97
-1% -$15.4K 0.39% 22
2022
Q2 		$1.38M Sell
9,200
-219
-2% -$35.9K 0.41% 21
2022
Q1 		$1.66M Buy
9,419
+212
+2% +$36.9K 0.44% 21
2021
Q4 		$1.65M Buy
9,207
+286
+3% +$50.9K 0.43% 25
2021
Q3 		$1.51M Buy
8,921
+99
+1% +$16.9K 0.44% 24
2021
Q2 		$1.53M Buy
8,822
+416
+5% +$72.1K 0.42% 22
2021
Q1 		$1.39M Sell
8,406
-220
-3% -$34.7K 0.38% 21
2020
Q4 		$1.23M Sell
8,626
-20
-0.2% -$2.58K 0.36% 26
2020
Q3 		$1.01M Buy
+8,646
New +$969K 0.32% 27

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hexagon Capital Partners's VBR Position: Q1 2026 in Review

Hexagon Capital Partners opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q1 2026: 2,633 shares worth $572K. The stake represents 0.08% of the portfolio and ranks #102 among its holdings. This is a return to the name: Hexagon Capital Partners previously reported a position in VBR as recently as Q1 2025.

Hexagon Capital Partners first reported a position in VBR in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.66M in Q1 2022. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Hexagon Capital Partners held 2,633 shares of Vanguard Small-Cap Value ETF worth $572K as of Q1 2026.
  • Vanguard Small-Cap Value ETF was a new Hexagon Capital Partners position in Q1 2026.
  • Vanguard Small-Cap Value ETF made up 0.08% of Hexagon Capital Partners's portfolio in Q1 2026, its #102 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Small-Cap Value ETF in Q3 2020 and has held it in 20 quarters since.
  • Hexagon Capital Partners's Vanguard Small-Cap Value ETF position peaked at $1.66M in Q1 2022.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Hexagon Capital Partners's 13F filing for Q1 2026, filed 5 May 2026.