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

IFG Advisory’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	$991K	Buy	3,271 +3,199	+4,443%	+$917K	0.03%	428
2026 Q1	$18.9K	Sell	72 -3,305	-98%	-$894K	0.05%	207
2025 Q4	$871K	Buy	3,377 +521	+18%	+$133K	0.04%	396
2025 Q3	$726K	Sell	2,856 -235	-8%	-$58.3K	0.03%	423
2025 Q2	$732K	Buy	3,091 +20	+0.7%	+$4.46K	0.04%	405
2025 Q1	$681K	Buy	3,071 +44	+1%	+$10.5K	0.04%	378
2024 Q4	$727K	Buy	+3,027	New	+$745K	0.04%	342
2024 Q3	–	Sell	-2,306	Closed	-$503K	–	610
2024 Q2	$503K	Buy	+2,306	New	+$506K	0.03%	399
2024 Q1	–	Sell	-1,716	Closed	-$366K	–	573
2023 Q4	$366K	Buy	1,716 +52	+3%	+$10K	0.03%	431
2023 Q3	$315K	Buy	+1,664	New	+$332K	0.03%	429
2023 Q2	–	Sell	-8,095	Closed	-$1.53M	–	493
2023 Q1	$1.53M	Buy	8,095 +224	+3%	+$43.4K	0.14%	171
2022 Q4	$1.44M	Sell	7,871 -17,790	-69%	-$3.3M	0.14%	156
2022 Q3	$4.38M	Buy	25,661 +17,416	+211%	+$3.29M	0.4%	55
2022 Q2	$1.45M	Buy	8,245 +99	+1%	+$19.1K	0.15%	147
2022 Q1	$1.73M	Buy	8,146 +6,499	+395%	+$1.37M	0.17%	144
2021 Q4	$372K	Buy	1,647 +182	+12%	+$41.4K	0.04%	365
2021 Q3	$320K	Buy	1,465 +80	+6%	+$17.8K	0.03%	394
2021 Q2	$312K	Buy	+1,385	New	+$307K	0.03%	381

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

IFG Advisory's VB Position: Q2 2026 in Review

IFG Advisory increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4,443% in Q2 2026, buying an estimated $917K and bringing the position to 3,271 shares worth $991K. The position accounts for 0.03% of the portfolio, ranked #428.

IFG Advisory first reported a position in VB in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.38M in Q3 2022. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

IFG Advisory held 3,271 shares of Vanguard Morningstar Small-Cap ETF worth $991K as of Q2 2026.
IFG Advisory bought 3,199 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $917K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #428 holding.
IFG Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 18 quarters since.
IFG Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $4.38M in Q3 2022.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.