HWA
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HHM Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

HHM Wealth Advisors’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 		$491K Sell
1,620
-25
-2% -$7.17K 0.05% 131
2026
Q1 		$431K Sell
1,645
-320
-16% -$86.6K 0.05% 128
2025
Q4 		$507K Sell
1,965
-780
-28% -$200K 0.06% 115
2025
Q3 		$698K Buy
2,745
+20
+0.7% +$4.96K 0.08% 89
2025
Q2 		$646K Buy
2,725
+200
+8% +$44.6K 0.08% 93
2025
Q1 		$560K Sell
2,525
-200
-7% -$47.8K 0.08% 98
2024
Q4 		$655K Hold
2,725
– – 0.09% 88
2024
Q3 		$646K Sell
2,725
-33
-1% -$7.5K 0.09% 79
2024
Q2 		$601K Buy
2,758
+28
+1% +$6.15K 0.09% 84
2024
Q1 		$624K Hold
2,730
– – 0.1% 67
2023
Q4 		$582K Buy
2,730
+546
+25% +$105K 0.1% 68
2023
Q3 		$413K Hold
2,184
– – 0.08% 79
2023
Q2 		$434K Hold
2,184
– – 0.08% 82
2023
Q1 		$414K Buy
2,184
+75
+4% +$14.5K 0.08% 75
2022
Q4 		$387K Buy
2,109
+2,074
+5,926% +$384K 0.09% 74
2022
Q3 		$6K Sell
35
-377
-92% -$71.2K ﹤0.01% 517
2022
Q2 		$73K Hold
412
– – 0.02% 230
2022
Q1 		$88K Hold
412
– – 0.02% 233
2021
Q4 		$93K Hold
412
– – 0.02% 226
2021
Q3 		$90K Hold
412
– – 0.02% 218
2021
Q2 		$93K Hold
412
– – 0.03% 215
2021
Q1 		$88K Hold
412
– – 0.03% 203
2020
Q4 		$80K Hold
412
– – 0.03% 201
2020
Q3 		$63K Sell
412
-139
-25% -$21.4K 0.03% 198
2020
Q2 		$80K Hold
551
– – 0.03% 174
2020
Q1 		$64K Buy
+551
New +$82.8K 0.03% 181

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

HHM Wealth Advisors's VB Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $7.17K and leaving 1,620 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #131.

HHM Wealth Advisors first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $698K in Q3 2025. 935 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • HHM Wealth Advisors held 1,620 shares of Vanguard Small-Cap ETF worth $491K as of Q2 2026.
  • HHM Wealth Advisors sold 25 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $7.17K.
  • Vanguard Small-Cap ETF made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Vanguard Small-Cap ETF position peaked at $698K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.