ICW Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

ICW Investment Advisors’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	$228K	Buy	+751	New	+$215K	0.08%	141

Other funds holding VB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

ICW Investment Advisors's VB Position: Q2 2026 in Review

ICW Investment Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 751 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings.

1,566 funds tracked by Wall St. Rank hold VB as of Q2 2026.

ICW Investment Advisors held 751 shares of Vanguard Morningstar Small-Cap ETF worth $228K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new ICW Investment Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.08% of ICW Investment Advisors's portfolio in Q2 2026, its #141 holding.
1,566 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.