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

Integrity Investment Advisors’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 		$308K Buy
1,016
+3
+0.3% +$860 0.13% 58
2026
Q1 		$265K Sell
1,013
-420
-29% -$114K 0.14% 61
2025
Q4 		$370K Buy
+1,433
New +$367K 0.2% 56

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

Integrity Investment Advisors's VB Position: Q2 2026 in Review

Integrity Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.3% in Q2 2026, buying an estimated $860 and bringing the position to 1,016 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #58.

Integrity Investment Advisors first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q4 2025. 1,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Integrity Investment Advisors held 1,016 shares of Vanguard Morningstar Small-Cap ETF worth $308K as of Q2 2026.
  • Integrity Investment Advisors bought 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Integrity Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Integrity Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrity Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $370K in Q4 2025.
  • 1,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.