Innovative Wealth Building’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Innovative Wealth Building’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Buy	+948	New	+$221K	0.13%	71

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Innovative Wealth Building opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 948 shares worth $230K. The stake represents 0.13% of the portfolio and ranks #71 among its holdings.

1,257 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Innovative Wealth Building held 948 shares of Vanguard Morningstar Small-Cap Value ETF worth $230K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Innovative Wealth Building position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Innovative Wealth Building's portfolio in Q2 2026, its #71 holding.
1,257 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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