Hobbs Group Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hobbs Group Advisors’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	$293K	Sell	966 -6	-0.6%	-$1.72K	0.08%	144
2026 Q1	$255K	Buy	+972	New	+$263K	0.08%	145
2025 Q1	–	Sell	-2,081	Closed	-$494K	–	159
2024 Q4	$494K	Buy	2,081 +1,557	+297%	+$383K	0.19%	92
2024 Q3	$124K	Sell	524 -18	-3%	-$4.09K	0.04%	177
2024 Q2	$118K	Buy	+542	New	+$119K	0.05%	177
2023 Q4	$104K	Buy	+488	New	+$94K	0.05%	156

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hobbs Group Advisors's VB Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.62% in Q2 2026, selling an estimated $1.72K and leaving 966 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #144.

Hobbs Group Advisors first reported a position in VB in Q4 2023 and has held it in 6 quarters since. The position peaked at $494K in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hobbs Group Advisors held 966 shares of Vanguard Morningstar Small-Cap ETF worth $293K as of Q2 2026.
Hobbs Group Advisors sold 6 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.72K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Hobbs Group Advisors's portfolio in Q2 2026, its #144 holding.
Hobbs Group Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Hobbs Group Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $494K in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.