IW
VB icon

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

Imprint 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 		$303 Hold
1
– – ﹤0.01% 274
2026
Q1 		$262 Hold
1
– – ﹤0.01% 295
2025
Q4 		$258 Hold
1
– – ﹤0.01% 302
2025
Q3 		$254 Buy
+1
New +$248 ﹤0.01% 331
2024
Q1 		$843K Buy
+3,721
New +$800K 0.2% 104

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

Imprint Wealth's VB Position: Q2 2026 in Review

Imprint Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1 share worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Imprint Wealth first reported a position in VB in Q1 2024 and has held it in 5 quarters since. The position peaked at $843K in Q1 2024. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Imprint Wealth held 1 share of Vanguard Morningstar Small-Cap ETF worth $303 as of Q2 2026.
  • Imprint Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Imprint Wealth's portfolio in Q2 2026, its #274 holding.
  • Imprint Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • Imprint Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $843K in Q1 2024.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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