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

Integrity Financial’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 		$41.2K Buy
136
+5
+4% +$1.43K 0.02% 214
2026
Q1 		$34.3K Sell
131
-26
-17% -$7.04K 0.02% 219
2025
Q4 		$40.5K Buy
157
+18
+13% +$4.61K 0.02% 204
2025
Q3 		$35.5K Buy
139
+109
+363% +$27K 0.02% 214
2025
Q2 		$7.13K Sell
30
-20
-40% -$4.46K ﹤0.01% 250
2025
Q1 		$11.1K Buy
50
+20
+67% +$4.78K 0.01% 229
2024
Q4 		$7.21K Sell
30
-1
-3% -$246 ﹤0.01% 215
2024
Q3 		$7.35K Buy
+31
New +$7.04K ﹤0.01% 194
2023
Q4 		– Sell
-45
Closed -$8.51K – 230
2023
Q3 		$8.51K Buy
+45
New +$8.97K 0.01% 182
2022
Q4 		– Sell
-103
Closed -$18K – 219
2022
Q3 		$18K Hold
103
– – 0.02% 142
2022
Q2 		$18K Buy
103
+74
+255% +$14.3K 0.02% 143
2022
Q1 		$6K Buy
29
+1
+4% +$211 ﹤0.01% 181
2021
Q4 		$6K Buy
+28
New +$6.36K ﹤0.01% 181

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Integrity Financial's VB Position: Q2 2026 in Review

Integrity Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, buying an estimated $1.43K and bringing the position to 136 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #214.

Integrity Financial first reported a position in VB in Q4 2021 and has held it in 13 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Integrity Financial held 136 shares of Vanguard Morningstar Small-Cap ETF worth $41.2K as of Q2 2026.
  • Integrity Financial bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Integrity Financial's portfolio in Q2 2026, its #214 holding.
  • Integrity Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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