Hirtle Callaghan & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $988K | Sell |
3,260
-14
| -0.4% | -$4.01K | 0.03% | 59 |
|
|
2026
Q1 | $858K | Sell |
3,274
-429
| -12% | -$116K | 0.03% | 67 |
|
|
2025
Q4 | $955K | Sell |
3,703
-6,082
| -62% | -$1.56M | 0.03% | 67 |
|
|
2025
Q3 | $2.49M | Sell |
9,785
-284
| -3% | -$70.4K | 0.09% | 47 |
|
|
2025
Q2 | $2.39M | Buy |
10,069
+542
| +6% | +$121K | 0.09% | 45 |
|
|
2025
Q1 | $2.11M | Buy |
9,527
+5,110
| +116% | +$1.22M | 0.08% | 49 |
|
|
2024
Q4 | $1.06M | Sell |
4,417
-1,799
| -29% | -$443K | 0.04% | 61 |
|
|
2024
Q3 | $1.47M | Hold |
6,216
| – | – | 0.06% | 52 |
|
|
2024
Q2 | $1.36M | Buy |
6,216
+400
| +7% | +$87.8K | 0.06% | 50 |
|
|
2024
Q1 | $1.33M | Buy |
5,816
+93
| +2% | +$20K | 0.06% | 50 |
|
|
2023
Q4 | $1.22M | Sell |
5,723
-209
| -4% | -$40.3K | 0.06% | 47 |
|
|
2023
Q3 | $1.12M | Sell |
5,932
-164
| -3% | -$32.7K | 0.06% | 50 |
|
|
2023
Q2 | $1.21M | Buy |
6,096
+92
| +2% | +$17.4K | 0.06% | 49 |
|
|
2023
Q1 | $1.14M | Buy |
6,004
+35
| +0.6% | +$6.79K | 0.06% | 50 |
|
|
2022
Q4 | $1.1M | Sell |
5,969
-234
| -4% | -$43.4K | 0.07% | 67 |
|
|
2022
Q3 | $1.06M | Sell |
6,203
-1,081
| -15% | -$204K | 0.08% | 69 |
|
|
2022
Q2 | $1.28M | Sell |
7,284
-478
| -6% | -$92.3K | 0.08% | 57 |
|
|
2022
Q1 | $1.65M | Hold |
7,762
| – | – | 0.08% | 50 |
|
|
2021
Q4 | $1.75M | Sell |
7,762
-292
| -4% | -$66.4K | 0.09% | 41 |
|
|
2021
Q3 | $1.76M | Buy |
8,054
+249
| +3% | +$55.4K | 0.1% | 27 |
|
|
2021
Q2 | $1.76M | Sell |
7,805
-48
| -0.6% | -$10.6K | 0.1% | 26 |
|
|
2021
Q1 | $1.68M | Sell |
7,853
-124
| -2% | -$26.1K | 0.11% | 25 |
|
|
2020
Q4 | $1.55M | Sell |
7,977
-176
| -2% | -$31K | 0.12% | 25 |
|
|
2020
Q3 | $1.25M | Sell |
8,153
-598
| -7% | -$91.9K | 0.09% | 27 |
|
|
2020
Q2 | $1.27M | Sell |
8,751
-296
| -3% | -$39.7K | 0.08% | 28 |
|
|
2020
Q1 | $1.04M | Sell |
9,047
-1,566
| -15% | -$235K | 0.08% | 24 |
|
|
2019
Q4 | $1.76M | Sell |
10,613
-4
| -0% | -$637 | 0.14% | 20 |
|
|
2019
Q3 | $1.63M | Sell |
10,617
-179
| -2% | -$27.8K | 0.13% | 20 |
|
|
2019
Q2 | $1.69M | Sell |
10,796
-195
| -2% | -$30.1K | 0.13% | 23 |
|
|
2019
Q1 | $1.68M | Buy |
10,991
+4,436
| +68% | +$659K | 0.14% | 19 |
|
|
2018
Q4 | $865K | Buy |
6,555
+6,509
| +14,150% | +$948K | 0.07% | 37 |
|
|
2018
Q3 | $7K | Hold |
46
| – | – | ﹤0.01% | 103 |
|
|
2018
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 103 |
|
|
2018
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 101 |
|
|
2017
Q4 | $7K | Hold |
46
| – | – | ﹤0.01% | 115 |
|
|
2017
Q3 | $7K | Buy |
+46
| New | +$6.27K | ﹤0.01% | 184 |
|
Other funds holding VB
Hirtle Callaghan & Co's VB Position: Q2 2026 in Review
Hirtle Callaghan & Co reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.43% in Q2 2026, selling an estimated $4.01K and leaving 3,260 shares worth $988K. The position accounts for 0.03% of the portfolio, ranked #59.
Hirtle Callaghan & Co first reported a position in VB in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.49M in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Hirtle Callaghan & Co held 3,260 shares of Vanguard Morningstar Small-Cap ETF worth $988K as of Q2 2026.
- Hirtle Callaghan & Co sold 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
- Vanguard Morningstar Small-Cap ETF made up 0.03% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #59 holding.
- Hirtle Callaghan & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Hirtle Callaghan & Co's Vanguard Morningstar Small-Cap ETF position peaked at $2.49M in Q3 2025.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.