IFWM
VB icon

Institute for Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Institute for Wealth Management’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 		$170K Sell
562
-204
-27% -$58.5K 0.02% 553
2026
Q1 		$201K Sell
766
-14
-2% -$3.79K 0.02% 530
2025
Q4 		$201K Sell
780
-553
-41% -$142K 0.02% 526
2025
Q3 		$339K Buy
+1,333
New +$331K 0.04% 424
2023
Q4 		– Sell
-1,269
Closed -$240K – 495
2023
Q3 		$240K Hold
1,269
– – 0.04% 393
2023
Q2 		$252K Buy
1,269
+45
+4% +$8.5K 0.04% 403
2023
Q1 		$232K Buy
1,224
+37
+3% +$7.17K 0.04% 405
2022
Q4 		$218K Sell
1,187
-46
-4% -$8.53K 0.05% 406
2022
Q3 		$211K Hold
1,233
– – 0.05% 414
2022
Q2 		$217K Buy
1,233
+160
+15% +$30.9K 0.04% 472
2022
Q1 		$228K Sell
1,073
-40
-4% -$8.42K 0.04% 489
2021
Q4 		$252K Hold
1,113
– – 0.04% 415
2021
Q3 		$243K Sell
1,113
-32
-3% -$7.11K 0.04% 420
2021
Q2 		$258K Hold
1,145
– – 0.05% 412
2021
Q1 		$245K Buy
+1,145
New +$241K 0.05% 402
2020
Q1 		– Sell
-916
Closed -$152K – 660
2019
Q4 		$152K Buy
+916
New +$146K 0.03% 440
2019
Q2 		– Sell
-1,951
Closed -$298K – 498
2019
Q1 		$298K Buy
+1,951
New +$290K 0.06% 338

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $80.9B AUM 26.08% 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

Institute for Wealth Management's VB Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 27% in Q2 2026, selling an estimated $58.5K and leaving 562 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #553.

Institute for Wealth Management first reported a position in VB in Q1 2019 and has held it in 17 quarters since. The position peaked at $339K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Institute for Wealth Management held 562 shares of Vanguard Morningstar Small-Cap ETF worth $170K as of Q2 2026.
  • Institute for Wealth Management sold 204 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $58.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Institute for Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 17 quarters since.
  • Institute for Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $339K in Q3 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.