IWB
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Innovative Wealth Building’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Innovative Wealth Building’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 		$1.17M Sell
3,849
-65
-2% -$18.6K 0.68% 24
2026
Q1 		$1.03M Buy
3,914
+59
+2% +$16K 0.72% 24
2025
Q4 		$994K Buy
3,855
+437
+13% +$112K 0.72% 24
2025
Q3 		$869K Sell
3,418
-15
-0.4% -$3.72K 0.68% 26
2025
Q2 		$813K Sell
3,433
-667
-16% -$149K 0.67% 27
2025
Q1 		$909K Sell
4,100
-63
-2% -$15K 0.84% 25
2024
Q4 		$1M Buy
+4,163
New +$1.02M 0.9% 24

Other funds holding VB

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Innovative Wealth Building's VB Position: Q2 2026 in Review

Innovative Wealth Building reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, selling an estimated $18.6K and leaving 3,849 shares worth $1.17M. The position accounts for 0.68% of the portfolio, ranked #24.

Innovative Wealth Building first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Innovative Wealth Building held 3,849 shares of Vanguard Morningstar Small-Cap ETF worth $1.17M as of Q2 2026.
  • Innovative Wealth Building sold 65 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.68% of Innovative Wealth Building's portfolio in Q2 2026, its #24 holding.
  • Innovative Wealth Building first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.