Index Fund Advisors
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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
Q3 		$5.95M Sell
20,906
-7
-0% -$2.08K 0.25% 29
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% -$100K 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 		$5.44M Buy
+24,047
New +$5.46M 0.39% 9

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Index Fund Advisors's VB Position: Q3 2026 in Review

Index Fund Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.03% in Q3 2026, selling an estimated $2.08K and leaving 20,906 shares worth $5.95M. The position accounts for 0.25% of the portfolio, ranked #29.

Index Fund Advisors first reported a position in VB in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.34M in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Index Fund Advisors held 20,906 shares of Vanguard Morningstar Small-Cap ETF worth $5.95M as of Q3 2026.
  • Index Fund Advisors sold 7 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $2.08K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Index Fund Advisors's portfolio in Q3 2026, its #29 holding.
  • Index Fund Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Index Fund Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $6.34M in Q2 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Index Fund Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.