Integrated Advisors Network’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Integrated Advisors Network’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	$6.68M	Buy	22,029 +173	+0.8%	+$49.6K	0.31%	79
2026 Q1	$5.72M	Buy	21,856 +709	+3%	+$192K	0.3%	83
2025 Q4	$5.45M	Sell	21,147 -7,766	-27%	-$1.99M	0.24%	99
2025 Q3	$7.35M	Buy	28,913 +2,794	+11%	+$693K	0.31%	74
2025 Q2	$6.19M	Buy	26,119 +5,099	+24%	+$1.14M	0.28%	89
2025 Q1	$4.66M	Buy	21,020 +1,579	+8%	+$377K	0.24%	101
2024 Q4	$4.67M	Sell	19,441 -3,387	-15%	-$833K	0.22%	114
2024 Q3	$5.42M	Buy	22,828 +559	+3%	+$127K	0.26%	97
2024 Q2	$4.86M	Sell	22,269 -4,776	-18%	-$1.05M	0.25%	106
2024 Q1	$6.18M	Buy	27,045 +4,713	+21%	+$1.01M	0.31%	80
2023 Q4	$4.76M	Sell	22,332 -4,271	-16%	-$823K	0.27%	100
2023 Q3	$5.03M	Sell	26,603 -124	-0.5%	-$24.7K	0.31%	83
2023 Q2	$5.32M	Buy	26,727 +6,513	+32%	+$1.23M	0.31%	85
2023 Q1	$3.83M	Sell	20,214 -6,534	-24%	-$1.27M	0.23%	114
2022 Q4	$4.91M	Buy	26,748 +7,135	+36%	+$1.32M	0.32%	90
2022 Q3	$3.35M	Buy	19,613 +11,142	+132%	+$2.1M	0.23%	115
2022 Q2	$1.49M	Sell	8,471 -457	-5%	-$88.3K	0.1%	221
2022 Q1	$1.9M	Sell	8,928 -637	-7%	-$134K	0.11%	200
2021 Q4	$2.16M	Buy	9,565 +1,577	+20%	+$358K	0.13%	176
2021 Q3	$1.75M	Sell	7,988 -61	-0.8%	-$13.6K	0.12%	182
2021 Q2	$1.81M	Sell	8,049 -800	-9%	-$177K	0.13%	164
2021 Q1	$1.89M	Sell	8,849 -10,358	-54%	-$2.18M	0.17%	145
2020 Q4	$3.74M	Sell	19,207 -831	-4%	-$147K	0.41%	62
2020 Q3	$3.08M	Sell	20,038 -7,735	-28%	-$1.19M	0.39%	70
2020 Q2	$4.05M	Buy	27,773 +1,413	+5%	+$190K	0.47%	46
2020 Q1	$3.04M	Buy	26,360 +25,039	+1,895%	+$3.76M	0.6%	43
2019 Q4	$219K	Buy	+1,321	New	+$210K	0.03%	383

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

Integrated Advisors Network's VB Position: Q2 2026 in Review

Integrated Advisors Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.79% in Q2 2026, buying an estimated $49.6K and bringing the position to 22,029 shares worth $6.68M. The position accounts for 0.31% of the portfolio, ranked #79.

Integrated Advisors Network first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.35M in Q3 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Integrated Advisors Network held 22,029 shares of Vanguard Morningstar Small-Cap ETF worth $6.68M as of Q2 2026.
Integrated Advisors Network bought 173 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $49.6K.
Vanguard Morningstar Small-Cap ETF made up 0.31% of Integrated Advisors Network's portfolio in Q2 2026, its #79 holding.
Integrated Advisors Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's Vanguard Morningstar Small-Cap ETF position peaked at $7.35M in Q3 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.