IWM
VB icon

Integris Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Integris Wealth Management’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 		$252K Hold
831
– – 0.05% 117
2026
Q1 		$218K Sell
831
-367
-31% -$99.3K 0.05% 111
2025
Q4 		$309K Buy
+1,198
New +$307K 0.07% 90

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Integris Wealth Management's VB Position: Q2 2026 in Review

Integris Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 831 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #117.

Integris Wealth Management first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 992 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Integris Wealth Management held 831 shares of Vanguard Small-Cap ETF worth $252K as of Q2 2026.
  • Integris Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.05% of Integris Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Integris Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Integris Wealth Management's Vanguard Small-Cap ETF position peaked at $309K in Q4 2025.
  • 992 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.