HUB Investment Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HUB Investment Partners’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	$3.79M	Buy	12,500 +4,459	+55%	+$1.28M	0.07%	209
2026 Q1	$2.11M	Buy	8,041 +4,003	+99%	+$1.08M	0.05%	239
2025 Q4	$1.04M	Sell	4,038 -29	-0.7%	-$7.43K	0.03%	298
2025 Q3	$1.03M	Sell	4,067 -63	-2%	-$15.6K	0.03%	276
2025 Q2	$979K	Buy	4,130 +670	+19%	+$149K	0.03%	270
2025 Q1	$767K	Sell	3,460 -23	-0.7%	-$5.49K	0.03%	267
2024 Q4	$837K	Buy	3,483 +730	+27%	+$180K	0.04%	233
2024 Q3	$653K	Buy	2,753 +734	+36%	+$167K	0.03%	258
2024 Q2	$440K	Sell	2,019 -128	-6%	-$28.1K	0.02%	303
2024 Q1	$491K	Buy	2,147 +765	+55%	+$165K	0.03%	278
2023 Q4	$295K	Buy	+1,382	New	+$266K	0.02%	314

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

HUB Investment Partners's VB Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 55% in Q2 2026, buying an estimated $1.28M and bringing the position to 12,500 shares worth $3.79M. The position accounts for 0.07% of the portfolio, ranked #209.

HUB Investment Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

HUB Investment Partners held 12,500 shares of Vanguard Morningstar Small-Cap ETF worth $3.79M as of Q2 2026.
HUB Investment Partners bought 4,459 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.28M.
Vanguard Morningstar Small-Cap ETF made up 0.07% of HUB Investment Partners's portfolio in Q2 2026, its #209 holding.
HUB Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.