Integral Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Integral Investment Advisors’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	$14.2M	Buy	46,818 +95	+0.2%	+$27.2K	3.13%	10
2026 Q1	$12.2M	Sell	46,723 -354	-0.8%	-$95.8K	3.05%	11
2025 Q4	$12.1M	Buy	47,077 +783	+2%	+$201K	3.01%	11
2025 Q3	$11.8M	Buy	46,294 +412	+0.9%	+$102K	3.17%	10
2025 Q2	$10.9M	Buy	45,882 +2,199	+5%	+$491K	3.1%	12
2025 Q1	$9.69M	Buy	43,683 +2,757	+7%	+$658K	3.09%	11
2024 Q4	$9.83M	Buy	40,926 +7,136	+21%	+$1.76M	3.18%	12
2024 Q3	$8.02M	Buy	33,790 +10,436	+45%	+$2.37M	2.68%	13
2024 Q2	$5.1M	Buy	23,354 +8,379	+56%	+$1.84M	1.88%	14
2024 Q1	$3.41M	Buy	+14,975	New	+$3.22M	1.41%	20

Other funds holding VB

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integral Investment Advisors's VB Position: Q2 2026 in Review

Integral Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.2% in Q2 2026, buying an estimated $27.2K and bringing the position to 46,818 shares worth $14.2M. The position accounts for 3.13% of the portfolio, ranked #10.

Integral Investment Advisors first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Integral Investment Advisors held 46,818 shares of Vanguard Morningstar Small-Cap ETF worth $14.2M as of Q2 2026.
Integral Investment Advisors bought 95 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
Vanguard Morningstar Small-Cap ETF made up 3.13% of Integral Investment Advisors's portfolio in Q2 2026, its #10 holding.
Integral Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.