Hughes Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hughes Financial Services’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	$1.02M	Buy	3,349 +30	+0.9%	+$8.6K	0.13%	41
2026 Q1	$869K	Hold	3,319	–	–	0.13%	41
2025 Q4	$856K	Sell	3,319 -25	-0.7%	-$6.41K	0.13%	43
2025 Q3	$854K	Sell	3,344 -44	-1%	-$10.9K	0.14%	41
2025 Q2	$816K	Sell	3,388 -4,295	-56%	-$958K	0.14%	40
2025 Q1	$1.71M	Sell	7,683 -209	-3%	-$49.9K	0.33%	29
2024 Q4	$1.9M	Buy	+7,892	New	+$1.94M	0.39%	27

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

Hughes Financial Services's VB Position: Q2 2026 in Review

Hughes Financial Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.9% in Q2 2026, buying an estimated $8.6K and bringing the position to 3,349 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #41.

Hughes Financial Services first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Hughes Financial Services held 3,349 shares of Vanguard Morningstar Small-Cap ETF worth $1.02M as of Q2 2026.
Hughes Financial Services bought 30 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.6K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Hughes Financial Services's portfolio in Q2 2026, its #41 holding.
Hughes Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $1.9M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.