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Hill Investment Group Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hill Investment Group 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 		$411K Buy
+1,355
New +$388K 0.04% 49
2025
Q3 		– Sell
-914
Closed -$217K – 55
2025
Q2 		$217K Sell
914
-93
-9% -$20.7K 0.03% 51
2025
Q1 		$223K Sell
1,007
-1,522
-60% -$363K 0.03% 48
2024
Q4 		$608K Buy
2,529
+1,236
+96% +$304K 0.08% 41
2024
Q3 		$280K Hold
1,293
– – 0.04% 57
2024
Q2 		$299K Hold
1,293
– – 0.04% 56
2024
Q1 		$296K Hold
1,293
– – 0.04% 55
2023
Q4 		$276K Hold
1,293
– – 0.04% 55
2023
Q3 		$244K Hold
1,293
– – 0.04% 55
2023
Q2 		$257K Hold
1,293
– – 0.05% 50
2023
Q1 		$245K Sell
1,293
-354
-21% -$68.7K 0.05% 50
2022
Q4 		$302K Hold
1,647
– – 0.07% 46
2022
Q3 		$281K Sell
1,647
-135
-8% -$25.5K 0.08% 38
2022
Q2 		$314K Sell
1,782
-425
-19% -$82.1K 0.09% 38
2022
Q1 		$469K Buy
2,207
+22
+1% +$4.63K 0.15% 28
2021
Q4 		$494K Buy
2,185
+312
+17% +$70.9K 0.29% 23
2021
Q3 		$410K Hold
1,873
– – 0.26% 22
2021
Q2 		$422K Buy
+1,873
New +$415K 0.35% 21

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hill Investment Group Partners's VB Position: Q2 2026 in Review

Hill Investment Group Partners opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,355 shares worth $411K. The stake represents 0.04% of the portfolio and ranks #49 among its holdings. This is a return to the name: Hill Investment Group Partners previously reported a position in VB as recently as Q2 2025.

Hill Investment Group Partners first reported a position in VB in Q2 2021 and has held it in 18 quarters since. The position peaked at $608K in Q4 2024. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hill Investment Group Partners held 1,355 shares of Vanguard Morningstar Small-Cap ETF worth $411K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Hill Investment Group Partners position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Hill Investment Group Partners's portfolio in Q2 2026, its #49 holding.
  • Hill Investment Group Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • Hill Investment Group Partners's Vanguard Morningstar Small-Cap ETF position peaked at $608K in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.