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

Independent Advisor Alliance’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,027	Closed	-$3.33M	–	1602
2026 Q1	$3.33M	Buy	+11,027	New	+$3.47M	0.04%	412
2025 Q1	–	Sell	-7,583	Closed	-$2.12M	–	1334
2024 Q4	$2.12M	Buy	+7,583	New	+$2.14M	0.03%	493
2020 Q1	–	Sell	-9,138	Closed	-$1.82M	–	831
2019 Q4	$1.82M	Buy	+9,138	New	+$1.73M	0.08%	257
2017 Q2	–	Sell	-1,894	Closed	-$262K	–	394
2017 Q1	$262K	Buy	+1,894	New	+$262K	0.04%	333

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 11,027 shares — an estimated $3.33M sold.

Independent Advisor Alliance first reported a position in VBK in Q1 2017 and held it in 4 quarters. The position peaked at $3.33M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 11,027 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.33M.
Independent Advisor Alliance first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.33M in Q1 2026.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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