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

IFG 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 		$5.57M Sell
18,360
-48
-0.3% -$13.8K 0.77% 24
2026
Q1 		$4.82M Buy
18,408
+247
+1% +$66.8K 0.79% 24
2025
Q4 		$4.68M Buy
18,161
+294
+2% +$75.3K 0.78% 23
2025
Q3 		$4.54M Sell
17,867
-2,866
-14% -$711K 0.74% 23
2025
Q2 		$4.91M Buy
20,733
+713
+4% +$159K 0.83% 24
2025
Q1 		$4.44M Sell
20,020
-281
-1% -$67.1K 0.86% 24
2024
Q4 		$4.88M Buy
20,301
+493
+2% +$121K 0.97% 20
2024
Q3 		$4.7M Buy
19,808
+390
+2% +$88.6K 1% 19
2024
Q2 		$4.23M Hold
19,418
– – 1% 18
2024
Q1 		$4.44M Buy
19,418
+172
+0.9% +$37K 1.15% 16
2023
Q4 		$4.11M Buy
19,246
+37
+0.2% +$7.13K 1.2% 16
2023
Q3 		$3.63M Buy
19,209
+57
+0.3% +$11.4K 1.29% 16
2023
Q2 		$3.81M Buy
19,152
+778
+4% +$147K 1.35% 16
2023
Q1 		$3.48M Buy
18,374
+492
+3% +$95.4K 1.37% 17
2022
Q4 		$3.28M Buy
17,882
+570
+3% +$106K 1.43% 16
2022
Q3 		$2.96M Buy
17,312
+2,363
+16% +$446K 1.5% 16
2022
Q2 		$2.63M Buy
14,949
+844
+6% +$163K 1.33% 17
2022
Q1 		$3M Buy
14,105
+82
+0.6% +$17.3K 1.32% 16
2021
Q4 		$3.17M Sell
14,023
-75
-0.5% -$17K 1.34% 16
2021
Q3 		$3.08M Buy
14,098
+153
+1% +$34K 1.41% 16
2021
Q2 		$3.14M Buy
13,945
+24
+0.2% +$5.32K 1.5% 14
2021
Q1 		$2.98M Sell
13,921
-150
-1% -$31.6K 1.63% 14
2020
Q4 		$2.74M Buy
14,071
+72
+0.5% +$12.7K 1.7% 14
2020
Q3 		$2.15M Buy
13,999
+126
+0.9% +$19.4K 1.52% 14
2020
Q2 		$2.02M Buy
13,873
+444
+3% +$59.6K 1.6% 14
2020
Q1 		$1.55M Buy
13,429
+38
+0.3% +$5.71K 1.53% 14
2019
Q4 		$2.22M Buy
13,391
+86
+0.6% +$13.7K 1.83% 14
2019
Q3 		$2.05M Buy
+13,305
New +$2.06M 1.91% 12

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

IFG Advisors's VB Position: Q2 2026 in Review

IFG Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.26% in Q2 2026, selling an estimated $13.8K and leaving 18,360 shares worth $5.57M. The position accounts for 0.77% of the portfolio, ranked #24.

IFG Advisors first reported a position in VB in Q3 2019 and has held it in 28 quarters since. 1,248 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • IFG Advisors held 18,360 shares of Vanguard Morningstar Small-Cap ETF worth $5.57M as of Q2 2026.
  • IFG Advisors sold 48 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $13.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.77% of IFG Advisors's portfolio in Q2 2026, its #24 holding.
  • IFG Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.