IIA
VBK icon

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

Integral Investment Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$409K Sell
1,118
-17
-1% -$5.79K 0.09% 126
2026
Q1 		$343K Hold
1,135
– – 0.09% 131
2025
Q4 		$343K Buy
1,135
+275
+32% +$83K 0.09% 135
2025
Q3 		$256K Hold
860
– – 0.07% 143
2025
Q2 		$238K Sell
860
-60
-7% -$15.4K 0.07% 142
2025
Q1 		$232K Buy
920
+114
+14% +$31.6K 0.07% 144
2024
Q4 		$226K Sell
806
-95
-11% -$26.9K 0.07% 144
2024
Q3 		$241K Buy
901
+36
+4% +$9.22K 0.08% 146
2024
Q2 		$216K Buy
+865
New +$216K 0.08% 142

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Integral Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.5% in Q2 2026, selling an estimated $5.79K and leaving 1,118 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #126.

Integral Investment Advisors first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Integral Investment Advisors held 1,118 shares of Vanguard Morningstar Small-Cap Growth ETF worth $409K as of Q2 2026.
  • Integral Investment Advisors sold 17 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.79K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Integral Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Integral Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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