Quarterly Portfolio Update: Hardy Reed Llc's Significant Stock Purchases and Sales in Q2 2026
Hardy Reed Llc reported substantial changes in its holdings during Q2 2026, including notable increases in Vanguard funds like VTI and BNDX, new positions added to Dimensional ETFs such as DCOR, and exits from specific stocks.
As of June 30th, 2026, Hardy Reed Llc's portfolio has undergone significant changes during the second quarter. The investment firm demonstrated a clear focus on broadening its exposure within certain sectors while strategically adjusting positions in established holdings.
The most prominent activity involved substantial increases in allocation for several exchange-traded funds (ETFs). Notably, Hardy Reed Llc significantly boosted its position in Vanguard ETF VTI by 1.49%, increasing the share count slightly but solidifying its allocation within this fund to 18.58% of the total portfolio value.
Vanguard's BNDX fund, focused on Charlotte U.S. Small Cap Value stocks, saw a substantial increase in shares held by Hardy Reed Llc (+5.63%), driven by an 81,916 share purchase during Q2. This ETF allocation now stands at approximately $74 million, contributing about 4.78% to the portfolio's total value of $1.55 billion.
Similarly, Dimensional Fund DCOR experienced a significant increase in holdings (+13.24%) for Dimensional ETF Trust, adding 46,427 shares to the portfolio's position of $32 million (2.09% allocation). Vanguard fund VCSH also saw a notable increase (+9.22%), with an addition of 29,972 shares valued at around $28 million.
Hardy Reed Llc also strategically added new positions during Q2. The firm established a position in SCHWAB STRATEGIC TR (FNDF), adding -17,937 shares (-1.68%) but increasing the fund's allocation to 3.55%. Furthermore, Dimensional ETF DUHP was increased by +63.53% during Q2.
Conversely, there were instances of stock exits or reductions observed in this quarter. The firm completely exited its position in WIPRO LTD (WIT), removing all 19,681 shares from the portfolio (Wipro Ltd). Additionally, while maintaining a small allocation to Technology sector stocks like ASX and G87110105 (TechnipFMC PLC), the firm saw minimal changes or slight reductions in these specific holdings.