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Independent Solutions Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Independent Solutions Wealth Management’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
2025
Q3 		– Sell
-2,413
Closed -$572K – 189
2025
Q2 		$572K Sell
2,413
-144
-6% -$32.1K 0.11% 119
2025
Q1 		$575K Buy
+2,557
New +$611K 0.13% 118

Other funds holding VB

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Independent Solutions Wealth Management's VB Position: Q3 2025 in Review

Independent Solutions Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 2,413 shares — an estimated $572K sold.

Independent Solutions Wealth Management first reported a position in VB in Q1 2025 and held it in 2 quarters. The position peaked at $575K in Q1 2025. 2,198 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Independent Solutions Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,413 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $572K.
  • Independent Solutions Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $575K in Q1 2025.
  • 2,198 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.