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IAG Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

IAG Wealth Partners’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 		$387K Buy
1,477
+8
+0.5% +$2.17K 0.04% 91
2025
Q4 		$379K Sell
1,469
-12
-0.8% -$3.07K 0.04% 91
2025
Q3 		$377K Sell
1,481
-131
-8% -$32.5K 0.05% 89
2025
Q2 		$382K Sell
1,612
-48
-3% -$10.7K 0.05% 87
2025
Q1 		$368K Sell
1,660
-21
-1% -$5.01K 0.06% 82
2024
Q4 		$404K Sell
1,681
-76
-4% -$18.7K 0.07% 76
2024
Q3 		$417K Sell
1,757
-250
-12% -$56.8K 0.08% 75
2024
Q2 		$438K Buy
2,007
+994
+98% +$218K 0.09% 69
2024
Q1 		$232K Sell
1,013
-4
-0.4% -$860 0.05% 88
2023
Q4 		$217K Buy
1,017
+16
+2% +$3.08K 0.05% 79
2023
Q3 		$189K Sell
1,001
-162
-14% -$32.3K 0.05% 77
2023
Q2 		$231K Sell
1,163
-56
-5% -$10.6K 0.06% 80
2023
Q1 		$231K Buy
1,219
+64
+6% +$12.4K 0.06% 71
2022
Q4 		$212K Sell
1,155
-37
-3% -$6.86K 0.06% 69
2022
Q3 		$204K Buy
1,192
+194
+19% +$36.6K 0.07% 59
2022
Q2 		$176K Buy
998
+441
+79% +$85.2K 0.06% 69
2022
Q1 		$118K Sell
557
-5
-0.9% -$1.05K 0.04% 86
2021
Q4 		$127K Sell
562
-139
-20% -$31.6K 0.04% 75
2021
Q3 		$154K Sell
701
-63
-8% -$14K 0.05% 63
2021
Q2 		$173K Sell
764
-235
-24% -$52.1K 0.06% 54
2021
Q1 		$214K Sell
999
-254
-20% -$53.5K 0.08% 47
2020
Q4 		$244K Sell
1,253
-125
-9% -$22.1K 0.1% 48
2020
Q3 		$212K Sell
1,378
-330
-19% -$50.7K 0.1% 49
2020
Q2 		$249K Sell
1,708
-1,077
-39% -$145K 0.12% 44
2020
Q1 		$322K Sell
2,785
-679
-20% -$102K 0.21% 39
2019
Q4 		$574K Buy
+3,464
New +$552K 0.37% 32

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IAG Wealth Partners's VB Position: Q1 2026 in Review

IAG Wealth Partners increased its Vanguard Small-Cap ETF (VB) stake by 0.54% in Q1 2026, buying an estimated $2.17K and bringing the position to 1,477 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #91.

IAG Wealth Partners first reported a position in VB in Q4 2019 and has held it in 26 quarters since. The position peaked at $574K in Q4 2019. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • IAG Wealth Partners held 1,477 shares of Vanguard Small-Cap ETF worth $387K as of Q1 2026.
  • IAG Wealth Partners bought 8 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.17K.
  • Vanguard Small-Cap ETF made up 0.04% of IAG Wealth Partners's portfolio in Q1 2026, its #91 holding.
  • IAG Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Vanguard Small-Cap ETF position peaked at $574K in Q4 2019.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.