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Hubbell Strickland Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Hubbell Strickland Wealth Management’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 		$242K Buy
996
+4
+0.4% +$930 0.09% 77
2026
Q1 		$215K Buy
992
+6
+0.6% +$1.34K 0.09% 78
2025
Q4 		$209K Buy
986
+9
+0.9% +$1.88K 0.08% 79
2025
Q3 		$204K Buy
+977
New +$200K 0.08% 82

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hubbell Strickland Wealth Management's VBR Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.4% in Q2 2026, buying an estimated $930 and bringing the position to 996 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #77.

Hubbell Strickland Wealth Management first reported a position in VBR in Q3 2025 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Hubbell Strickland Wealth Management held 996 shares of Vanguard Morningstar Small-Cap Value ETF worth $242K as of Q2 2026.
  • Hubbell Strickland Wealth Management bought 4 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $930.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.09% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Hubbell Strickland Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 880 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.