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Integrated Advisors Network’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Integrated Advisors Network's VB Position: Q1 2026 in Review

Integrated Advisors Network increased its Vanguard Small-Cap ETF (VB) stake by 3.4% in Q1 2026, buying an estimated $192K and bringing the position to 21,856 shares worth $5.72M. The position accounts for 0.3% of the portfolio, ranked #83.

Integrated Advisors Network first reported a position in VB in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.35M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Integrated Advisors Network held 21,856 shares of Vanguard Small-Cap ETF worth $5.72M as of Q1 2026.
  • Integrated Advisors Network bought 709 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $192K.
  • Vanguard Small-Cap ETF made up 0.3% of Integrated Advisors Network's portfolio in Q1 2026, its #83 holding.
  • Integrated Advisors Network first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Vanguard Small-Cap ETF position peaked at $7.35M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.