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

IFP 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 		$10.4M Buy
34,373
+45
+0.1% +$12.9K 0.19% 118
2026
Q1 		$8.99M Sell
34,328
-945
-3% -$256K 0.19% 119
2025
Q4 		$9.1M Buy
35,273
+1,987
+6% +$509K 0.2% 100
2025
Q3 		$8.46M Buy
33,286
+1,969
+6% +$488K 0.22% 95
2025
Q2 		$7.42M Sell
31,317
-1,468
-4% -$327K 0.21% 93
2025
Q1 		$7.27M Buy
32,785
+4,701
+17% +$1.12M 0.22% 95
2024
Q4 		$6.75M Buy
28,084
+15,180
+118% +$3.74M 0.22% 92
2024
Q3 		$3.06M Sell
12,904
-353
-3% -$80.2K 0.11% 206
2024
Q2 		$2.89M Buy
13,257
+1,022
+8% +$224K 0.11% 184
2024
Q1 		$2.8M Sell
12,235
-724
-6% -$156K 0.12% 180
2023
Q4 		$2.76M Sell
12,959
-2,652
-17% -$511K 0.13% 166
2023
Q3 		$2.95M Buy
15,611
+941
+6% +$187K 0.13% 151
2023
Q2 		$2.92M Buy
14,670
+7
+0% +$1.32K 0.12% 179
2023
Q1 		$1.79M Sell
14,663
-17,682
-55% -$3.43M 0.08% 252
2022
Q4 		$3.97M Buy
32,345
+7,325
+29% +$1.36M 0.11% 187
2022
Q3 		$3.08M Buy
25,020
+4,483
+22% +$846K 0.08% 271
2022
Q2 		$2.53M Hold
20,537
– – 0.08% 291
2022
Q1 		$2.53M Buy
20,537
+9,933
+94% +$2.09M 0.08% 291
2021
Q4 		$2.4M Buy
10,604
+610
+6% +$139K 0.05% 217
2021
Q3 		$2.19M Sell
9,994
-748
-7% -$166K 0.04% 239
2021
Q2 		$2.42M Buy
10,742
+52
+0.5% +$11.5K 0.05% 214
2021
Q1 		$2.29M Buy
10,690
+1,493
+16% +$315K 0.04% 201
2020
Q4 		$1.79M Buy
9,197
+1,418
+18% +$250K 0.07% 228
2020
Q3 		$1.2M Buy
7,779
+471
+6% +$72.3K 0.07% 257
2020
Q2 		$1.05M Buy
7,308
+265
+4% +$35.6K 0.08% 250
2020
Q1 		$835K Buy
7,043
+2,432
+53% +$365K 0.08% 244
2019
Q4 		$766K Sell
4,611
-1,942
-30% -$309K 0.06% 335
2019
Q3 		$1.01M Buy
+6,553
New +$1.02M 0.07% 299
2019
Q1 		$743K Sell
4,849
-21,391
-82% -$3.18M 0.1% 211
2018
Q4 		$3.43M Sell
26,240
-3,907
-13% -$569K 0.21% 111
2018
Q3 		$4.9M Sell
30,147
-10,469
-26% -$1.69M 0.2% 113
2018
Q2 		$6.32M Sell
40,616
-1,249
-3% -$191K 0.27% 82
2018
Q1 		$6.19M Hold
41,865
– – 0.28% 76
2017
Q4 		$6.19M Buy
41,865
+631
+2% +$91.3K 0.28% 76
2017
Q3 		$5.83M Sell
41,234
-202
-0.5% -$27.5K 0.23% 91
2017
Q2 		$5.62M Buy
41,436
+602
+1% +$80.7K 0.24% 89
2017
Q1 		$5.44M Buy
40,834
+7,525
+23% +$996K 0.24% 93
2016
Q4 		$4.3M Buy
33,309
+8,769
+36% +$1.09M 0.21% 108
2016
Q3 		$3M Buy
24,540
+1,127
+5% +$136K 0.16% 138
2016
Q2 		$2.71M Buy
23,413
+18,564
+383% +$2.11M 0.15% 141
2016
Q1 		$743K Sell
4,849
-20,346
-81% -$2.11M 0.1% 211
2015
Q4 		$2.79M Buy
+25,195
New +$2.86M 0.19% 115

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

IFP Advisors's VB Position: Q2 2026 in Review

IFP Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q2 2026, buying an estimated $12.9K and bringing the position to 34,373 shares worth $10.4M. The position accounts for 0.19% of the portfolio, ranked #118.

IFP Advisors first reported a position in VB in Q4 2015 and has held it in 42 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • IFP Advisors held 34,373 shares of Vanguard Morningstar Small-Cap ETF worth $10.4M as of Q2 2026.
  • IFP Advisors bought 45 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of IFP Advisors's portfolio in Q2 2026, its #118 holding.
  • IFP Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.