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Integrated Wealth Management (Ohio)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Integrated Wealth Management (Ohio)’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 		$702K Sell
2,316
-258
-10% -$73.9K 0.74% 39
2026
Q1 		$674K Buy
2,574
+361
+16% +$97.7K 0.77% 41
2025
Q4 		$571K Buy
+2,213
New +$567K 0.64% 46

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s VB Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 10% in Q2 2026, selling an estimated $73.9K and leaving 2,316 shares worth $702K. The position accounts for 0.74% of the portfolio, ranked #39.

Integrated Wealth Management (Ohio) first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 2,316 shares of Vanguard Morningstar Small-Cap ETF worth $702K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 258 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $73.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.74% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #39 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.