Hoge Financial Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hoge Financial Services’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Sell	5,048 -14	-0.3%	-$3.26K	0.59%	20
2026 Q1	$1.1M	Buy	5,062 +139	+3%	+$31.1K	0.59%	20
2025 Q4	$1.04M	Buy	4,923 +24	+0.5%	+$5.03K	0.56%	22
2025 Q3	$1.02M	Buy	4,899 +11	+0.2%	+$2.25K	0.59%	19
2025 Q2	$953K	Buy	4,888 +117	+2%	+$21.7K	0.59%	21
2025 Q1	$889K	Buy	4,771 +196	+4%	+$38.7K	0.62%	20
2024 Q4	$907K	Buy	4,575 +5	+0.1%	+$1.03K	0.66%	19
2024 Q3	$917K	Buy	4,570 +50	+1%	+$9.61K	0.69%	19
2024 Q2	$825K	Sell	4,520 -307	-6%	-$56.7K	0.68%	19
2024 Q1	$926K	Sell	4,827 -71	-1%	-$12.8K	0.76%	17
2023 Q4	$882K	Buy	+4,898	New	+$800K	0.88%	15

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Hoge Financial Services's VBR Position: Q2 2026 in Review

Hoge Financial Services reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.28% in Q2 2026, selling an estimated $3.26K and leaving 5,048 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #20.

Hoge Financial Services first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Hoge Financial Services held 5,048 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.23M as of Q2 2026.
Hoge Financial Services sold 14 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $3.26K.
Vanguard Morningstar Small-Cap Value ETF made up 0.59% of Hoge Financial Services's portfolio in Q2 2026, its #20 holding.
Hoge Financial Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.