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Hopwood Nicholas Hunter’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Hopwood Nicholas Hunter’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
Q1 		$4.14M Buy
15,801
+359
+2% +$97.2K 1.32% 25
2025
Q4 		$3.98M Buy
+15,442
New +$3.96M 1.3% 26

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Hopwood Nicholas Hunter's VB Position: Q1 2026 in Review

Hopwood Nicholas Hunter increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q1 2026, buying an estimated $97.2K and bringing the position to 15,801 shares worth $4.14M. The position accounts for 1.32% of the portfolio, ranked #25.

Hopwood Nicholas Hunter first reported a position in VB in Q4 2025 and has held it in 2 quarters since. 2,395 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Hopwood Nicholas Hunter held 15,801 shares of Vanguard Morningstar Small-Cap ETF worth $4.14M as of Q1 2026.
  • Hopwood Nicholas Hunter bought 359 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $97.2K.
  • Vanguard Morningstar Small-Cap ETF made up 1.32% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #25 holding.
  • Hopwood Nicholas Hunter first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,395 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.