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Independence Bank of Kentucky’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Independence Bank of Kentucky’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 		$1.82M Sell
6,020
-30
-0.5% -$8.6K 0.21% 100
2026
Q1 		$1.58M Buy
6,050
+258
+4% +$69.8K 0.2% 100
2025
Q4 		$1.49M Buy
5,792
+118
+2% +$30.2K 0.19% 103
2025
Q3 		$1.44M Buy
5,674
+175
+3% +$43.4K 0.19% 106
2025
Q2 		$1.3M Sell
5,499
-194
-3% -$43.3K 0.18% 113
2025
Q1 		$1.26M Sell
5,693
-165
-3% -$39.4K 0.2% 105
2024
Q4 		$1.41M Buy
5,858
+595
+11% +$146K 0.22% 99
2024
Q3 		$1.25M Sell
5,263
-316
-6% -$71.8K 0.27% 97
2024
Q2 		$1.22M Buy
5,579
+417
+8% +$91.6K 0.32% 85
2024
Q1 		$1.18M Sell
5,162
-3,643
-41% -$784K 0.35% 77
2023
Q4 		$1.88M Sell
8,805
-176
-2% -$33.9K 0.66% 36
2023
Q3 		$1.7M Sell
8,981
-2,436
-21% -$485K 0.72% 37
2023
Q2 		$2.27M Sell
11,417
-60
-0.5% -$11.3K 0.92% 25
2023
Q1 		$2.18M Sell
11,477
-195
-2% -$37.8K 0.95% 28
2022
Q4 		$2.14M Sell
11,672
-631
-5% -$117K 0.96% 27
2022
Q3 		$2.1M Sell
12,303
-58
-0.5% -$11K 1.04% 25
2022
Q2 		$2.18M Buy
12,361
+3,940
+47% +$761K 0.97% 30
2022
Q1 		$1.79M Buy
8,421
+2,022
+32% +$426K 0.71% 47
2021
Q4 		$1.45M Buy
6,399
+20
+0.3% +$4.54K 0.59% 51
2021
Q3 		$1.4M Buy
6,379
+400
+7% +$88.9K 0.6% 47
2021
Q2 		$1.35M Buy
5,979
+38
+0.6% +$8.42K 0.6% 52
2021
Q1 		$1.27M Buy
5,941
+290
+5% +$61.1K 0.62% 49
2020
Q4 		$1.1M Sell
5,651
-47
-0.8% -$8.29K 0.57% 58
2020
Q3 		$876K Buy
5,698
+726
+15% +$112K 0.5% 65
2020
Q2 		$725K Buy
4,972
+1,308
+36% +$176K 0.47% 67
2020
Q1 		$423K Buy
3,664
+949
+35% +$143K 0.33% 85
2019
Q4 		$450K Buy
2,715
+390
+17% +$62.1K 0.29% 83
2019
Q3 		$358K Buy
2,325
+710
+44% +$110K 0.25% 88
2019
Q2 		$253K Buy
1,615
+610
+61% +$94.3K 0.2% 102
2019
Q1 		$154K Buy
1,005
+160
+19% +$23.8K 0.13% 121
2018
Q4 		$112K Buy
845
+810
+2,314% +$118K 0.1% 124
2018
Q3 		$6K Sell
35
-92
-72% -$14.9K ﹤0.01% 304
2018
Q2 		$20K Hold
127
– – 0.02% 223
2018
Q1 		$19K Buy
127
+46
+57% +$6.87K 0.02% 227
2017
Q4 		$12K Buy
+81
New +$11.7K 0.01% 246

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Independence Bank of Kentucky's VB Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.5% in Q2 2026, selling an estimated $8.6K and leaving 6,020 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #100.

Independence Bank of Kentucky first reported a position in VB in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.27M in Q2 2023. 1,322 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Independence Bank of Kentucky held 6,020 shares of Vanguard Morningstar Small-Cap ETF worth $1.82M as of Q2 2026.
  • Independence Bank of Kentucky sold 30 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Independence Bank of Kentucky's portfolio in Q2 2026, its #100 holding.
  • Independence Bank of Kentucky first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Independence Bank of Kentucky's Vanguard Morningstar Small-Cap ETF position peaked at $2.27M in Q2 2023.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.