Murphy Middleton Hinkle & Parker’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Murphy Middleton Hinkle & Parker’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	$492K	Hold	2,024	–	–	0.2%	98
2026 Q1	$440K	Buy	+2,024	New	+$452K	0.2%	102
2025 Q4	–	Sell	-1,944	Closed	-$406K	–	220
2025 Q3	$406K	Buy	1,944 +24	+1%	+$4.91K	0.2%	102
2025 Q2	$357K	Hold	1,920	–	–	0.2%	104
2025 Q1	$357K	Hold	1,920	–	–	0.2%	104
2024 Q4	$381K	Hold	1,920	–	–	0.22%	101
2024 Q3	$385K	Hold	1,920	–	–	0.21%	107
2024 Q2	$350K	Hold	1,920	–	–	0.2%	107
2024 Q1	$368K	Buy	1,920 +11	+0.6%	+$1.99K	0.21%	105
2023 Q4	$344K	Hold	1,909	–	–	0.21%	106
2023 Q3	$304K	Buy	1,909 +39	+2%	+$6.52K	0.2%	111
2023 Q2	$309K	Hold	1,870	–	–	0.19%	111
2023 Q1	$297K	Hold	1,870	–	–	0.18%	117
2022 Q4	$297K	Hold	1,870	–	–	0.19%	113
2022 Q3	$268K	Hold	1,870	–	–	0.19%	111
2022 Q2	$280K	Hold	1,870	–	–	0.18%	113
2022 Q1	$329K	Hold	1,870	–	–	0.18%	116
2021 Q4	$334K	Buy	1,870 +20	+1%	+$3.56K	0.18%	117
2021 Q3	$313K	Hold	1,850	–	–	0.18%	118
2021 Q2	$321K	Hold	1,850	–	–	0.18%	120
2021 Q1	$306K	Hold	1,850	–	–	0.18%	122
2020 Q4	$263K	Hold	1,850	–	–	0.18%	123
2020 Q3	$205K	Buy	+1,850	New	+$207K	0.15%	130
2020 Q1	–	Sell	-1,970	Closed	-$270K	–	131
2019 Q4	$270K	Hold	1,970	–	–	0.18%	115
2019 Q3	$254K	Hold	1,970	–	–	0.18%	115
2019 Q2	$257K	Hold	1,970	–	–	0.18%	117
2019 Q1	$254K	Hold	1,970	–	–	0.17%	114
2018 Q4	$225K	Hold	1,970	–	–	0.17%	112
2018 Q3	$275K	Hold	1,970	–	–	0.19%	112
2018 Q2	$268K	Hold	1,970	–	–	0.2%	111
2018 Q1	$255K	Hold	1,970	–	–	0.2%	106
2017 Q4	$262K	Buy	+1,970	New	+$256K	0.19%	108

Other funds holding VBR

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's VBR Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,024 shares worth $492K. The position accounts for 0.2% of the portfolio, ranked #98.

Murphy Middleton Hinkle & Parker first reported a position in VBR in Q4 2017 and has held it in 32 quarters since. 368 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Murphy Middleton Hinkle & Parker held 2,024 shares of Vanguard Small-Cap Value ETF worth $492K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.2% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #98 holding.
Murphy Middleton Hinkle & Parker first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 32 quarters since.
368 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.