Integrity Alliance’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Integrity Alliance’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	$2.83M	Buy	9,341 +1,121	+14%	+$321K	0.09%	184
2026 Q1	$2.15M	Buy	8,220 +1,354	+20%	+$366K	0.08%	195
2025 Q4	$1.77M	Buy	6,866 +3,174	+86%	+$813K	0.06%	227
2025 Q3	$939K	Buy	3,692 +630	+21%	+$156K	0.04%	266
2025 Q2	$726K	Sell	3,062 -428	-12%	-$95.5K	0.04%	256
2025 Q1	$774K	Buy	+3,490	New	+$833K	0.03%	320

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

Integrity Alliance's VB Position: Q2 2026 in Review

Integrity Alliance increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $321K and bringing the position to 9,341 shares worth $2.83M. The position accounts for 0.09% of the portfolio, ranked #184.

Integrity Alliance first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Integrity Alliance held 9,341 shares of Vanguard Morningstar Small-Cap ETF worth $2.83M as of Q2 2026.
Integrity Alliance bought 1,121 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $321K.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Integrity Alliance's portfolio in Q2 2026, its #184 holding.
Integrity Alliance first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.