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HHM Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

HHM Wealth 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 		$320K Hold
1,318
– – 0.03% 166
2026
Q1 		$286K Sell
1,318
-503
-28% -$112K 0.03% 161
2025
Q4 		$386K Buy
1,821
+3
+0.2% +$628 0.05% 135
2025
Q3 		$379K Sell
1,818
-22
-1% -$4.5K 0.04% 138
2025
Q2 		$359K Buy
1,840
+983
+115% +$182K 0.04% 139
2025
Q1 		$160K Sell
857
-995
-54% -$197K 0.02% 215
2024
Q4 		$367K Hold
1,852
– – 0.05% 130
2024
Q3 		$372K Hold
1,852
– – 0.05% 115
2024
Q2 		$338K Buy
1,852
+220
+13% +$40.6K 0.05% 123
2024
Q1 		$313K Hold
1,632
– – 0.05% 110
2023
Q4 		$294K Sell
1,632
-280
-15% -$45.7K 0.05% 104
2023
Q3 		$305K Hold
1,912
– – 0.06% 96
2023
Q2 		$316K Hold
1,912
– – 0.06% 102
2023
Q1 		$304K Hold
1,912
– – 0.06% 101
2022
Q4 		$304K Buy
1,912
+1,865
+3,968% +$297K 0.07% 93
2022
Q3 		$7K Sell
47
-93
-66% -$14.8K ﹤0.01% 493
2022
Q2 		$21K Hold
140
– – 0.01% 423
2022
Q1 		$25K Hold
140
– – 0.01% 410
2021
Q4 		$25K Hold
140
– – 0.01% 401
2021
Q3 		$24K Hold
140
– – 0.01% 387
2021
Q2 		$24K Hold
140
– – 0.01% 379
2021
Q1 		$23K Buy
140
+47
+51% +$7.4K 0.01% 364
2020
Q4 		$13K Hold
93
– – ﹤0.01% 404
2020
Q3 		$10K Hold
93
– – ﹤0.01% 392
2020
Q2 		$10K Hold
93
– – ﹤0.01% 373
2020
Q1 		$8K Buy
+93
New +$11.3K ﹤0.01% 371

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

HHM Wealth Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,318 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #166.

HHM Wealth Advisors first reported a position in VBR in Q1 2020 and has held it in 26 quarters since. The position peaked at $386K in Q4 2025. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • HHM Wealth Advisors held 1,318 shares of Vanguard Small-Cap Value ETF worth $320K as of Q2 2026.
  • HHM Wealth Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $386K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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