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Index Fund Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Index Fund Advisors’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 		$6.34M Buy
20,913
+20
+0.1% +$5.73K 0.25% 28
2026
Q1 		$5.47M Buy
20,893
+64
+0.3% +$17.3K 0.25% 29
2025
Q4 		$5.37M Sell
20,829
-422
-2% -$108K 0.25% 27
2025
Q3 		$5.4M Sell
21,251
-61
-0.3% -$15.1K 0.26% 26
2025
Q2 		$5.05M Sell
21,312
-35
-0.2% -$7.81K 0.28% 18
2025
Q1 		$4.73M Sell
21,347
-445
-2% -$106K 0.29% 16
2024
Q4 		$5.24M Sell
21,792
-405
-2% -$99.7K 0.28% 16
2024
Q3 		$5.27M Sell
22,197
-20
-0.1% -$4.54K 0.28% 16
2024
Q2 		$4.84M Buy
22,217
+644
+3% +$141K 0.27% 16
2024
Q1 		$4.93M Buy
21,573
+25
+0.1% +$5.38K 0.27% 15
2023
Q4 		$4.6M Buy
21,548
+59
+0.3% +$11.4K 0.27% 15
2023
Q3 		$4.06M Sell
21,489
-734
-3% -$146K 0.27% 15
2023
Q2 		$4.42M Sell
22,223
-24
-0.1% -$4.54K 0.29% 12
2023
Q1 		$4.22M Buy
22,247
+28
+0.1% +$5.43K 0.29% 11
2022
Q4 		$4.08M Buy
22,219
+22
+0.1% +$4.08K 0.29% 11
2022
Q3 		$3.79M Sell
22,197
-873
-4% -$165K 0.29% 12
2022
Q2 		$4.06M Sell
23,070
-492
-2% -$95K 0.31% 10
2022
Q1 		$5.01M Sell
23,562
-485
-2% -$102K 0.37% 9
2021
Q4 		$5.43M Buy
+24,047
New +$5.46M 0.39% 9

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

Index Fund Advisors's VB Position: Q2 2026 in Review

Index Fund Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.1% in Q2 2026, buying an estimated $5.73K and bringing the position to 20,913 shares worth $6.34M. The position accounts for 0.25% of the portfolio, ranked #28.

Index Fund Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Index Fund Advisors held 20,913 shares of Vanguard Morningstar Small-Cap ETF worth $6.34M as of Q2 2026.
  • Index Fund Advisors bought 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Index Fund Advisors's portfolio in Q2 2026, its #28 holding.
  • Index Fund Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.