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

HUB Investment Partners’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 		$7.26M Buy
29,868
+1,501
+5% +$349K 0.13% 135
2026
Q1 		$6.16M Buy
28,367
+24,448
+624% +$5.47M 0.15% 129
2025
Q4 		$830K Sell
3,919
-121
-3% -$25.3K 0.02% 352
2025
Q3 		$843K Buy
4,040
+62
+2% +$12.7K 0.03% 303
2025
Q2 		$776K Sell
3,978
-164
-4% -$30.4K 0.03% 299
2025
Q1 		$772K Buy
4,142
+1,318
+47% +$260K 0.03% 265
2024
Q4 		$560K Sell
2,824
-320
-10% -$65.7K 0.02% 302
2024
Q3 		$631K Buy
3,144
+301
+11% +$57.9K 0.03% 264
2024
Q2 		$519K Buy
2,843
+8
+0.3% +$1.48K 0.02% 271
2024
Q1 		$544K Buy
2,835
+111
+4% +$20K 0.03% 266
2023
Q4 		$490K Buy
2,724
+793
+41% +$129K 0.03% 251
2023
Q3 		$308K Sell
1,931
-76
-4% -$12.7K 0.05% 189
2023
Q2 		$332K Sell
2,007
-9
-0.4% -$1.42K 0.06% 179
2023
Q1 		$320K Buy
+2,016
New +$334K 0.07% 164
2022
Q4 		– Sell
-1,653
Closed -$237K – 186
2022
Q3 		$237K Buy
+1,653
New +$263K 0.07% 160
2022
Q2 		– Sell
-35,092
Closed -$6.17M – 194
2022
Q1 		$6.17M Sell
35,092
-205
-0.6% -$35.6K 1.45% 14
2021
Q4 		$6.31M Buy
35,297
+306
+0.9% +$54.4K 1.47% 10
2021
Q3 		$5.92M Buy
34,991
+6,158
+21% +$1.05M 1.41% 12
2021
Q2 		$5.01M Buy
28,833
+5,473
+23% +$948K 1.34% 13
2021
Q1 		$3.87M Buy
+23,360
New +$3.68M 1.14% 20

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HUB Investment Partners increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 5.3% in Q2 2026, buying an estimated $349K and bringing the position to 29,868 shares worth $7.26M. The position accounts for 0.13% of the portfolio, ranked #135.

HUB Investment Partners first reported a position in VBR in Q1 2021 and has held it in 20 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • HUB Investment Partners held 29,868 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.26M as of Q2 2026.
  • HUB Investment Partners bought 1,501 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $349K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.13% of HUB Investment Partners's portfolio in Q2 2026, its #135 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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