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Hill Island Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hill Island Financial’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
Q1 		$877K Sell
3,347
-356
-10% -$96.3K 0.21% 37
2025
Q4 		$955K Buy
3,703
+371
+11% +$95K 0.23% 36
2025
Q3 		$847K Sell
3,332
-33
-1% -$8.18K 0.21% 38
2025
Q2 		$797K Sell
3,365
-312
-8% -$69.6K 0.22% 36
2025
Q1 		$815K Sell
3,677
-67,044
-95% -$16M 0.24% 32
2024
Q4 		$17M Sell
70,721
-64,786
-48% -$15.9M 4.96% 6
2024
Q3 		$32.1M Buy
135,507
+3,960
+3% +$900K 9.72% 3
2024
Q2 		$28.7M Buy
131,547
+2,759
+2% +$606K 9.38% 3
2024
Q1 		$29.4M Sell
128,788
-214
-0.2% -$46K 9.72% 3
2023
Q4 		$27.5M Buy
129,002
+7,483
+6% +$1.44M 9.38% 3
2023
Q3 		$23M Buy
121,519
+3,187
+3% +$635K 9.13% 3
2023
Q2 		$23.5M Buy
118,332
+3,141
+3% +$594K 8.92% 3
2023
Q1 		$21.2M Buy
115,191
+7,502
+7% +$1.45M 8.55% 3
2022
Q4 		$19.8M Sell
107,689
-4,300
-4% -$797K 8.58% 3
2022
Q3 		$19.1M Sell
111,989
-7,778
-6% -$1.47M 8.9% 4
2022
Q2 		$21.1M Sell
119,767
-5,324
-4% -$1.03M 9.37% 4
2022
Q1 		$26.6M Buy
125,091
+1,169
+0.9% +$246K 9.79% 4
2021
Q4 		$28M Buy
+123,922
New +$28.2M 10% 3

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hill Island Financial's VB Position: Q1 2026 in Review

Hill Island Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.6% in Q1 2026, selling an estimated $96.3K and leaving 3,347 shares worth $877K. The position accounts for 0.21% of the portfolio, ranked #37.

Hill Island Financial first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.1M in Q3 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Hill Island Financial held 3,347 shares of Vanguard Morningstar Small-Cap ETF worth $877K as of Q1 2026.
  • Hill Island Financial sold 356 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $96.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Hill Island Financial's portfolio in Q1 2026, its #37 holding.
  • Hill Island Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Hill Island Financial's Vanguard Morningstar Small-Cap ETF position peaked at $32.1M in Q3 2024.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.