Hoey Investments’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hoey Investments’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	$3.94K	Hold	13	–	–	﹤0.01%	311
2026 Q1	$3.4K	Hold	13	–	–	﹤0.01%	308
2025 Q4	$3.35K	Hold	13	–	–	﹤0.01%	317
2025 Q3	$3.31K	Sell	13 -4	-24%	-$992	﹤0.01%	311
2025 Q2	$4.03K	Buy	17 +10	+143%	+$2.23K	﹤0.01%	295
2025 Q1	$1.55K	Buy	+7	New	+$1.67K	﹤0.01%	311
2023 Q2	–	Sell	-20	Closed	-$3.79K	–	366
2023 Q1	$3.79K	Buy	+20	New	+$3.88K	﹤0.01%	272

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

Hoey Investments's VB Position: Q2 2026 in Review

Hoey Investments held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 13 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Hoey Investments first reported a position in VB in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.03K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hoey Investments held 13 shares of Vanguard Morningstar Small-Cap ETF worth $3.94K as of Q2 2026.
Hoey Investments left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #311 holding.
Hoey Investments first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 7 quarters since.
Hoey Investments's Vanguard Morningstar Small-Cap ETF position peaked at $4.03K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.