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IHT Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

IHT Wealth Management’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 		$4.21M Buy
13,892
+657
+5% +$188K 0.09% 238
2026
Q1 		$3.47M Sell
13,235
-45
-0.3% -$12.2K 0.08% 243
2025
Q4 		$3.43M Sell
13,280
-872
-6% -$223K 0.08% 238
2025
Q3 		$3.6M Buy
14,152
+593
+4% +$147K 0.09% 217
2025
Q2 		$3.21M Buy
13,559
+1,151
+9% +$257K 0.09% 222
2025
Q1 		$2.75M Buy
12,408
+1,529
+14% +$365K 0.09% 222
2024
Q4 		$2.61M Sell
10,879
-6,493
-37% -$1.6M 0.08% 222
2024
Q3 		$4.12M Buy
17,372
+7,887
+83% +$1.79M 0.12% 180
2024
Q2 		$2.07M Sell
9,485
-105
-1% -$23.1K 0.08% 248
2024
Q1 		$2.19M Sell
9,590
-44
-0.5% -$9.46K 0.09% 232
2023
Q4 		$2.06M Sell
9,634
-418
-4% -$80.5K 0.09% 219
2023
Q3 		$1.9M Sell
10,052
-428
-4% -$85.3K 0.1% 203
2023
Q2 		$2.08M Sell
10,480
-825
-7% -$156K 0.11% 183
2023
Q1 		$2.14M Buy
11,305
+701
+7% +$136K 0.12% 164
2022
Q4 		$1.95M Sell
10,604
-2,085
-16% -$386K 0.12% 176
2022
Q3 		$2.17M Buy
12,689
+3,624
+40% +$684K 0.16% 137
2022
Q2 		$1.6M Sell
9,065
-410
-4% -$79.2K 0.14% 159
2022
Q1 		$2.01M Sell
9,475
-480
-5% -$101K 0.15% 138
2021
Q4 		$2.25M Sell
9,955
-7
-0.1% -$1.59K 0.17% 130
2021
Q3 		$2.18M Buy
9,962
+294
+3% +$65.4K 0.18% 127
2021
Q2 		$2.18M Buy
9,668
+2,177
+29% +$482K 0.14% 153
2021
Q1 		$1.6M Buy
7,491
+812
+12% +$171K 0.12% 179
2020
Q4 		$1.3M Sell
6,679
-147
-2% -$25.9K 0.11% 200
2020
Q3 		$1.05M Buy
6,826
+1,293
+23% +$199K 0.11% 201
2020
Q2 		$806K Sell
5,533
-2,134
-28% -$287K 0.11% 206
2020
Q1 		$885K Sell
7,667
-798
-9% -$120K 0.13% 181
2019
Q4 		$1.4M Buy
8,465
+1,175
+16% +$187K 0.17% 145
2019
Q3 		$1.12M Buy
7,290
+1,175
+19% +$182K 0.15% 153
2019
Q2 		$958K Sell
6,115
-751
-11% -$116K 0.14% 164
2019
Q1 		$1.05M Buy
6,866
+723
+12% +$107K 0.17% 142
2018
Q4 		$811K Buy
6,143
+2,237
+57% +$326K 0.16% 158
2018
Q3 		$635K Buy
3,906
+299
+8% +$48.4K 0.14% 186
2018
Q2 		$561K Buy
3,607
+575
+19% +$88K 0.14% 191
2018
Q1 		$435K Sell
3,032
-620
-17% -$92.6K 0.12% 208
2017
Q4 		$549K Buy
3,652
+1,128
+45% +$163K 0.15% 175
2017
Q3 		$360K Buy
2,524
+116
+5% +$15.8K 0.15% 158
2017
Q2 		$1 Buy
2,408
+800
+50% +$107K ﹤0.01% 1370
2017
Q1 		$210K Buy
1,608
+1,132
+238% +$150K 0.14% 170
2016
Q4 		$62K Buy
+476
New +$59.1K 0.05% 345

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

IHT Wealth Management's VB Position: Q2 2026 in Review

IHT Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5% in Q2 2026, buying an estimated $188K and bringing the position to 13,892 shares worth $4.21M. The position accounts for 0.09% of the portfolio, ranked #238.

IHT Wealth Management first reported a position in VB in Q4 2016 and has held it in 39 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • IHT Wealth Management held 13,892 shares of Vanguard Morningstar Small-Cap ETF worth $4.21M as of Q2 2026.
  • IHT Wealth Management bought 657 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $188K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of IHT Wealth Management's portfolio in Q2 2026, its #238 holding.
  • IHT Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.