Integrated Advisors Network
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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
Q3 		$6.29M Buy
22,121
+92
+0.4% +$27.4K 0.29% 87
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% -$88.2K 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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Integrated Advisors Network's VB Position: Q3 2026 in Review

Integrated Advisors Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.42% in Q3 2026, buying an estimated $27.4K and bringing the position to 22,121 shares worth $6.29M. The position accounts for 0.29% of the portfolio, ranked #87.

Integrated Advisors Network first reported a position in VB in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.35M in Q3 2025. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Integrated Advisors Network held 22,121 shares of Vanguard Morningstar Small-Cap ETF worth $6.29M as of Q3 2026.
  • Integrated Advisors Network bought 92 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $27.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.29% of Integrated Advisors Network's portfolio in Q3 2026, its #87 holding.
  • Integrated Advisors Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Vanguard Morningstar Small-Cap ETF position peaked at $7.35M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.