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Index Fund Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Index Fund Advisors's VB Position: Q1 2026 in Review

Index Fund Advisors increased its Vanguard Small-Cap ETF (VB) stake by 0.31% in Q1 2026, buying an estimated $17.3K and bringing the position to 20,893 shares worth $5.47M. 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 18 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Index Fund Advisors held 20,893 shares of Vanguard Small-Cap ETF worth $5.47M as of Q1 2026.
  • Index Fund Advisors bought 64 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $17.3K.
  • Vanguard Small-Cap ETF made up 0.25% of Index Fund Advisors's portfolio in Q1 2026, its #29 holding.
  • Index Fund Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.