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IAG Wealth Partners’s Vanguard Morningstar 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
Q2 		$448K Hold
1,477
– – 0.04% 94
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 $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IAG Wealth Partners's VB Position: Q2 2026 in Review

IAG Wealth Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,477 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #94.

IAG Wealth Partners first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $574K in Q4 2019. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • IAG Wealth Partners held 1,477 shares of Vanguard Morningstar Small-Cap ETF worth $448K as of Q2 2026.
  • IAG Wealth Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • IAG Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $574K in Q4 2019.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.