HFAS
VB icon

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

Hummer Financial Advisory 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 		$3.58M Buy
11,802
+35
+0.3% +$10K 2.35% 6
2026
Q1 		$3.08M Buy
11,767
+175
+2% +$47.4K 2.18% 7
2025
Q4 		$2.99M Sell
11,592
-95
-0.8% -$24.3K 2.11% 7
2025
Q3 		$2.98M Sell
11,687
-50
-0.4% -$12.4K 2.17% 7
2025
Q2 		$2.79M Buy
11,737
+500
+4% +$112K 2.1% 7
2025
Q1 		$2.49M Buy
11,237
+190
+2% +$45.4K 2.02% 6
2024
Q4 		$2.65M Hold
11,047
– – 2.1% 6
2024
Q3 		$2.63M Sell
11,047
-127
-1% -$28.9K 2.07% 7
2024
Q2 		$2.45M Sell
11,174
-25
-0.2% -$5.49K 2.11% 7
2024
Q1 		$2.56M Buy
11,199
+168
+2% +$36.1K 2.11% 7
2023
Q4 		$2.35M Hold
11,031
– – 2.15% 6
2023
Q3 		$2.09M Hold
11,031
– – 2.13% 6
2023
Q2 		$2.19M Hold
11,031
– – 2.15% 6
2023
Q1 		$2.09M Sell
11,031
-132
-1% -$25.6K 2.22% 6
2022
Q4 		$2.05M Hold
11,163
– – 2.25% 5
2022
Q3 		$1.91M Sell
11,163
-35
-0.3% -$6.61K 2.24% 5
2022
Q2 		$1.97M Hold
11,198
– – 2.23% 4
2022
Q1 		$2.38M Buy
11,198
+153
+1% +$32.2K 2.15% 5
2021
Q4 		$2.5M Sell
11,045
-970
-8% -$220K 2.1% 5
2021
Q3 		$2.63M Hold
12,015
– – 2.43% 5
2021
Q2 		$2.71M Hold
12,015
– – 2.5% 5
2021
Q1 		$2.57M Buy
12,015
+1,673
+16% +$352K 2.5% 5
2020
Q4 		$2.01M Sell
10,342
-1,700
-14% -$300K 2.12% 6
2020
Q3 		$1.85M Hold
12,042
– – 2.18% 5
2020
Q2 		$1.75M Sell
12,042
-100
-0.8% -$13.4K 2.24% 5
2020
Q1 		$1.4M Buy
12,142
+828
+7% +$124K 2.12% 6
2019
Q4 		$1.87M Buy
+11,314
New +$1.8M 2.02% 6

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hummer Financial Advisory Services's VB Position: Q2 2026 in Review

Hummer Financial Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q2 2026, buying an estimated $10K and bringing the position to 11,802 shares worth $3.58M. The position accounts for 2.35% of the portfolio, ranked #6.

Hummer Financial Advisory Services first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hummer Financial Advisory Services held 11,802 shares of Vanguard Morningstar Small-Cap ETF worth $3.58M as of Q2 2026.
  • Hummer Financial Advisory Services bought 35 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Morningstar Small-Cap ETF made up 2.35% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Hummer Financial Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.