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Hexagon Capital Partners’s Vanguard Morningstar 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
Q2 		$634K Sell
2,608
-25
-0.9% -$5.82K 0.09% 102
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 $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hexagon Capital Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.95% in Q2 2026, selling an estimated $5.82K and leaving 2,608 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #102.

Hexagon Capital Partners first reported a position in VBR in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.66M in Q1 2022. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Hexagon Capital Partners held 2,608 shares of Vanguard Morningstar Small-Cap Value ETF worth $634K as of Q2 2026.
  • Hexagon Capital Partners sold 25 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.82K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Hexagon Capital Partners's portfolio in Q2 2026, its #102 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and has held it in 21 quarters since.
  • Hexagon Capital Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.66M in Q1 2022.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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