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
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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hill Investment Group Partners's VB Position: Q3 2025 in Review

Hill Investment Group Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 914 shares — an estimated $217K sold.

Hill Investment Group Partners first reported a position in VB in Q2 2021 and held it in 17 quarters. The position peaked at $608K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Hill Investment Group Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Hill Investment Group Partners sold 914 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $217K.
Hill Investment Group Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and held it in 17 quarters.
Hill Investment Group Partners's Vanguard Morningstar Small-Cap ETF position peaked at $608K in Q4 2024.
2,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Hill Investment Group Partners's 13F filing for Q3 2025, filed 14 Nov 2025.