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

HFG 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
Q2 		$1.09M Hold
4,481
– – 0.68% 40
2026
Q1 		$974K Buy
4,481
+55
+1% +$12.3K 0.69% 40
2025
Q4 		$937K Sell
4,426
-380
-8% -$79.6K 0.68% 43
2025
Q3 		$1M Buy
4,806
+221
+5% +$45.2K 0.74% 38
2025
Q2 		$894K Sell
4,585
-27
-0.6% -$5K 0.71% 40
2025
Q1 		$859K Sell
4,612
-117
-2% -$23.1K 0.73% 41
2024
Q4 		$937K Sell
4,729
-71
-1% -$14.6K 0.82% 39
2024
Q3 		$964K Sell
4,800
-163
-3% -$31.3K 0.85% 32
2024
Q2 		$906K Sell
4,963
-580
-10% -$107K 0.85% 32
2024
Q1 		$1.06M Sell
5,543
-20,652
-79% -$3.73M 0.94% 29
2023
Q4 		$4.71M Buy
26,195
+1,004
+4% +$164K 4.54% 3
2023
Q3 		$4.02M Buy
25,191
+365
+1% +$61K 4.4% 4
2023
Q2 		$4.11M Sell
24,826
-564
-2% -$88.8K 4.34% 5
2023
Q1 		$4.03M Buy
25,390
+709
+3% +$117K 4.59% 4
2022
Q4 		$3.92M Buy
24,681
+2,249
+10% +$358K 4.61% 4
2022
Q3 		$3.22M Buy
22,432
+5,839
+35% +$927K 4.47% 3
2022
Q2 		$2.49M Sell
16,593
-851
-5% -$140K 3.35% 8
2022
Q1 		$3.07M Buy
17,444
+3,160
+22% +$549K 3.5% 8
2021
Q4 		$2.56M Buy
+14,284
New +$2.54M 2.88% 8

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

HFG Advisors's VBR Position: Q2 2026 in Review

HFG Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 4,481 shares worth $1.09M. The position accounts for 0.68% of the portfolio, ranked #40.

HFG Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.71M in Q4 2023. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • HFG Advisors held 4,481 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.09M as of Q2 2026.
  • HFG Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.68% of HFG Advisors's portfolio in Q2 2026, its #40 holding.
  • HFG Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • HFG Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.71M in Q4 2023.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.