Hibernia Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Hibernia Wealth Partners’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	$740K	Sell	2,442 -2,153	-47%	-$617K	0.4%	32
2026 Q1	$1.2M	Buy	4,595 +429	+10%	+$116K	0.36%	32
2025 Q4	$1.08M	Buy	4,166 +2,118	+103%	+$543K	0.32%	31
2025 Q3	$521K	Sell	2,048 -1,967	-49%	-$488K	0.33%	31
2025 Q2	$951K	Buy	4,015 +2,063	+106%	+$460K	0.31%	31
2025 Q1	$433K	Buy	1,952 +154	+9%	+$36.8K	0.31%	29
2024 Q4	$432K	Sell	1,798 -2,974	-62%	-$732K	0.28%	37
2024 Q3	$1.13M	Buy	4,772 +1,307	+38%	+$297K	0.34%	33
2024 Q2	$756K	Buy	3,465 +790	+30%	+$173K	0.26%	33
2024 Q1	$612K	Buy	2,675 +43	+2%	+$9.25K	0.41%	35
2023 Q4	$561K	Buy	2,632 +817	+45%	+$157K	0.42%	32
2023 Q3	$343K	Buy	+1,815	New	+$362K	0.27%	41

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Hibernia Wealth Partners's VB Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 47% in Q2 2026, selling an estimated $617K and leaving 2,442 shares worth $740K. The position accounts for 0.4% of the portfolio, ranked #32.

Hibernia Wealth Partners first reported a position in VB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q1 2026. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hibernia Wealth Partners held 2,442 shares of Vanguard Small-Cap ETF worth $740K as of Q2 2026.
Hibernia Wealth Partners sold 2,153 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $617K.
Vanguard Small-Cap ETF made up 0.4% of Hibernia Wealth Partners's portfolio in Q2 2026, its #32 holding.
Hibernia Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's Vanguard Small-Cap ETF position peaked at $1.2M in Q1 2026.
1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.