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 Q3	$1.48M	Buy	5,211 +1,362	+35%	+$406K	0.82%	25
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Innovative Wealth Building's VB Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 35% in Q3 2026, buying an estimated $406K and bringing the position to 5,211 shares worth $1.48M. The position accounts for 0.82% of the portfolio, ranked #25.

Innovative Wealth Building first reported a position in VB in Q4 2024 and has held it in 8 quarters since. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Innovative Wealth Building held 5,211 shares of Vanguard Morningstar Small-Cap ETF worth $1.48M as of Q3 2026.
Innovative Wealth Building bought 1,362 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $406K.
Vanguard Morningstar Small-Cap ETF made up 0.82% of Innovative Wealth Building's portfolio in Q3 2026, its #25 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.