Impact Partnership Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Impact Partnership Wealth’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	$429K	Buy	1,416 +210	+17%	+$60.2K	0.04%	284
2026 Q1	$316K	Buy	1,206 +219	+22%	+$59.3K	0.04%	265
2025 Q4	$255K	Buy	987 +14	+1%	+$3.59K	0.03%	298
2025 Q3	$247K	Sell	973 -1	-0.1%	-$248	0.04%	255
2025 Q2	$231K	Hold	974	–	–	0.04%	254
2025 Q1	$216K	Sell	974 -97	-9%	-$23.2K	0.05%	228
2024 Q4	$257K	Sell	1,071 -4	-0.4%	-$984	0.05%	233
2024 Q3	$255K	Buy	1,075 +97	+10%	+$22K	0.06%	198
2024 Q2	$213K	Sell	978 -47	-5%	-$10.3K	0.06%	197
2024 Q1	$234K	Sell	1,025 -144	-12%	-$31K	0.09%	148
2023 Q4	$249K	Sell	1,169 -575	-33%	-$111K	0.09%	144
2023 Q3	$330K	Sell	1,744 -45,051	-96%	-$8.98M	0.1%	115
2023 Q2	$9.31M	Buy	+46,795	New	+$8.84M	3.23%	4

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

Impact Partnership Wealth's VB Position: Q2 2026 in Review

Impact Partnership Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, buying an estimated $60.2K and bringing the position to 1,416 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #284.

Impact Partnership Wealth first reported a position in VB in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.31M in Q2 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Impact Partnership Wealth held 1,416 shares of Vanguard Morningstar Small-Cap ETF worth $429K as of Q2 2026.
Impact Partnership Wealth bought 210 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $60.2K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #284 holding.
Impact Partnership Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $9.31M in Q2 2023.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.