HHWM
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Hiley Hunt Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hiley Hunt Wealth Management’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 		$1.42M Buy
4,692
+1
+0% +$287 0.56% 19
2026
Q1 		$1.23M Sell
4,691
-29
-0.6% -$7.85K 0.54% 19
2025
Q4 		$1.22M Sell
4,720
-27
-0.6% -$6.92K 0.54% 21
2025
Q3 		$1.21M Hold
4,747
– – 0.57% 21
2025
Q2 		$1.14M Buy
4,747
+8
+0.2% +$1.78K 0.58% 22
2025
Q1 		$1.05M Sell
4,739
-3,361
-41% -$803K 0.58% 21
2024
Q4 		$1.95M Buy
8,100
+31
+0.4% +$7.63K 1.08% 16
2024
Q3 		$1.91M Sell
8,069
-82
-1% -$18.6K 1.1% 16
2024
Q2 		$1.78M Sell
8,151
-828
-9% -$182K 1.1% 16
2024
Q1 		$2.05M Buy
8,979
+162
+2% +$34.8K 1.34% 14
2023
Q4 		$1.88M Buy
+8,817
New +$1.7M 1.39% 14

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hiley Hunt Wealth Management's VB Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.02% in Q2 2026, buying an estimated $287 and bringing the position to 4,692 shares worth $1.42M. The position accounts for 0.56% of the portfolio, ranked #19.

Hiley Hunt Wealth Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2024. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hiley Hunt Wealth Management held 4,692 shares of Vanguard Morningstar Small-Cap ETF worth $1.42M as of Q2 2026.
  • Hiley Hunt Wealth Management bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.56% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Hiley Hunt Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Hiley Hunt Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.05M in Q1 2024.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.