HAIM
VB icon

Hunter Associates Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hunter Associates Investment Management’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 		$2.33M Buy
7,632
+235
+3% +$67.3K 0.27% 85
2026
Q1 		$1.96M Buy
7,397
+43
+0.6% +$11.6K 0.26% 92
2025
Q4 		$1.92M Sell
7,354
-227
-3% -$58.2K 0.26% 94
2025
Q3 		$1.96M Sell
7,581
-216
-3% -$53.6K 0.27% 89
2025
Q2 		$1.84M Buy
7,797
+224
+3% +$50K 0.27% 92
2025
Q1 		$1.68M Sell
7,573
-787
-9% -$188K 0.26% 90
2024
Q4 		$2M Buy
8,360
+631
+8% +$155K 0.3% 78
2024
Q3 		$1.83M Buy
7,729
+374
+5% +$85K 0.28% 88
2024
Q2 		$1.6M Buy
7,355
+927
+14% +$204K 0.27% 90
2024
Q1 		$1.48M Buy
6,428
+1,925
+43% +$414K 0.25% 100
2023
Q4 		$952K Buy
4,503
+1,272
+39% +$245K 0.17% 117
2023
Q3 		$613K Buy
3,231
+249
+8% +$49.6K 0.12% 147
2023
Q2 		$593K Buy
2,982
+540
+22% +$102K 0.12% 156
2023
Q1 		$462K Buy
2,442
+1,017
+71% +$197K 0.1% 160
2022
Q4 		$255K Buy
+1,425
New +$264K 0.06% 193

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hunter Associates Investment Management's VB Position: Q2 2026 in Review

Hunter Associates Investment Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.2% in Q2 2026, buying an estimated $67.3K and bringing the position to 7,632 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #85.

Hunter Associates Investment Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,095 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hunter Associates Investment Management held 7,632 shares of Vanguard Morningstar Small-Cap ETF worth $2.33M as of Q2 2026.
  • Hunter Associates Investment Management bought 235 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $67.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.27% of Hunter Associates Investment Management's portfolio in Q2 2026, its #85 holding.
  • Hunter Associates Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.