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Independent Advisor Alliance’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Independent Advisor Alliance’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 		$1.25M Sell
4,135
-63,813
-94% -$18.3M 0.03% 401
2026
Q1 		$17.8M Buy
67,948
+63,630
+1,474% +$17.2M 0.19% 109
2025
Q4 		$1.11M Buy
4,318
+929
+27% +$238K 0.03% 445
2025
Q3 		$862K Sell
3,389
-530
-14% -$131K 0.02% 476
2025
Q2 		$929K Buy
3,919
+2,211
+129% +$493K 0.03% 434
2025
Q1 		$379K Sell
1,708
-76,096
-98% -$18.2M 0.01% 590
2024
Q4 		$18.7M Buy
+77,804
New +$19.1M 0.25% 83
2024
Q3 		– Sell
-6,784
Closed -$1.48M – 755
2024
Q2 		$1.48M Buy
6,784
+22
+0.3% +$4.83K 0.05% 267
2024
Q1 		$1.55M Sell
6,762
-4,602
-40% -$990K 0.06% 259
2023
Q4 		$2.29M Buy
11,364
+5,685
+100% +$1.1M 0.08% 194
2023
Q3 		$1.07M Hold
5,679
– – 0.05% 286
2023
Q2 		$1.13M Buy
5,679
+1,098
+24% +$207K 0.05% 285
2023
Q1 		$868K Sell
4,581
-16
-0.3% -$3.1K 0.04% 310
2022
Q4 		$844K Buy
+4,597
New +$852K 0.29% 52
2020
Q1 		– Sell
-44,257
Closed -$7.33M – 829
2019
Q4 		$7.33M Buy
+44,257
New +$7.05M 0.32% 69
2017
Q2 		– Sell
-10,885
Closed -$1.43M – 393
2017
Q1 		$1.43M Buy
+10,885
New +$1.44M 0.23% 130

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

Independent Advisor Alliance's VB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 94% in Q2 2026, selling an estimated $18.3M and leaving 4,135 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #401.

Independent Advisor Alliance first reported a position in VB in Q1 2017 and has held it in 16 quarters since. The position peaked at $18.7M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Independent Advisor Alliance held 4,135 shares of Vanguard Morningstar Small-Cap ETF worth $1.25M as of Q2 2026.
  • Independent Advisor Alliance sold 63,813 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.3M.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #401 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 16 quarters since.
  • Independent Advisor Alliance's Vanguard Morningstar Small-Cap ETF position peaked at $18.7M in Q4 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.