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Independent Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Independent Financial Group’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 		$6.01M Buy
19,842
+1,127
+6% +$323K 0.11% 178
2026
Q1 		$4.9M Buy
18,715
+2,569
+16% +$695K 0.11% 178
2025
Q4 		$4.16M Buy
16,146
+15
+0.1% +$3.84K 0.09% 203
2025
Q3 		$4.1M Buy
16,131
+545
+3% +$135K 0.1% 191
2025
Q2 		$3.69M Sell
15,586
-963
-6% -$215K 0.1% 199
2025
Q1 		$3.67M Buy
16,549
+1,288
+8% +$308K 0.13% 163
2024
Q4 		$3.67M Buy
15,261
+493
+3% +$121K 0.12% 159
2024
Q3 		$3.5M Buy
14,768
+358
+2% +$81.3K 0.13% 150
2024
Q2 		$3.14M Buy
14,410
+214
+2% +$47K 0.13% 152
2024
Q1 		$3.25M Sell
14,196
-1,714
-11% -$369K 0.15% 134
2023
Q4 		$3.39M Buy
15,910
+3,337
+27% +$643K 0.18% 126
2023
Q3 		$2.38M Buy
12,573
+3,009
+31% +$600K 0.15% 142
2023
Q2 		$1.9M Buy
9,564
+489
+5% +$92.4K 0.13% 174
2023
Q1 		$1.72M Buy
9,075
+945
+12% +$183K 0.14% 169
2022
Q4 		$1.49M Buy
8,130
+590
+8% +$109K 0.13% 163
2022
Q3 		$1.29M Buy
7,540
+2,919
+63% +$551K 0.12% 177
2022
Q2 		$814K Sell
4,621
-6
-0.1% -$1.16K 0.09% 266
2022
Q1 		$983K Buy
4,627
+432
+10% +$90.9K 0.08% 259
2021
Q4 		$948K Buy
4,195
+554
+15% +$126K 0.08% 266
2021
Q3 		$796K Buy
3,641
+177
+5% +$39.3K 0.08% 269
2021
Q2 		$780K Buy
3,464
+133
+4% +$29.5K 0.08% 273
2021
Q1 		$713K Buy
3,331
+308
+10% +$64.9K 0.09% 243
2020
Q4 		$589K Sell
3,023
-403
-12% -$71.1K 0.09% 271
2020
Q3 		$527K Buy
3,426
+297
+9% +$45.6K 0.1% 226
2020
Q2 		$456K Buy
3,129
+354
+13% +$47.5K 0.1% 237
2020
Q1 		$320K Buy
+2,775
New +$417K 0.09% 244

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 Financial Group's VB Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6% in Q2 2026, buying an estimated $323K and bringing the position to 19,842 shares worth $6.01M. The position accounts for 0.11% of the portfolio, ranked #178.

Independent Financial Group first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Independent Financial Group held 19,842 shares of Vanguard Morningstar Small-Cap ETF worth $6.01M as of Q2 2026.
  • Independent Financial Group bought 1,127 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $323K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #178 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.