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Innovative Asset Advisors Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Innovative Asset Advisors 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 		$1.03M Buy
3,397
+2,945
+652% +$844K 0.45% 49
2026
Q1 		$822K Buy
+452
New +$122K 0.47% 45

Other funds holding VB

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 $80B AUM 26.12% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Innovative Asset Advisors Group's VB Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 652% in Q2 2026, buying an estimated $844K and bringing the position to 3,397 shares worth $1.03M. The position accounts for 0.45% of the portfolio, ranked #49.

Innovative Asset Advisors Group first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Innovative Asset Advisors Group held 3,397 shares of Vanguard Morningstar Small-Cap ETF worth $1.03M as of Q2 2026.
  • Innovative Asset Advisors Group bought 2,945 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $844K.
  • Vanguard Morningstar Small-Cap ETF made up 0.45% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #49 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.