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

Integrity Wealth Solutions’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	$1.15M	Sell	3,785 -32	-0.8%	-$9.17K	0.42%	54
2026 Q1	$1,000K	Sell	3,817 -19	-0.5%	-$5.14K	0.39%	54
2025 Q4	$989K	Buy	3,836 +63	+2%	+$16.1K	0.39%	54
2025 Q3	$959K	Buy	3,773 +317	+9%	+$78.6K	0.43%	52
2025 Q2	$819K	Buy	3,456 +1,811	+110%	+$404K	0.4%	55
2025 Q1	$365K	Sell	1,645 -85	-5%	-$20.3K	0.2%	79
2024 Q4	$416K	Buy	1,730 +205	+13%	+$50.4K	0.23%	69
2024 Q3	$363K	Buy	1,525 +63	+4%	+$14.3K	0.21%	71
2024 Q2	$320K	Sell	1,462 -196	-12%	-$43K	0.21%	73
2024 Q1	$379K	Buy	1,658 +158	+11%	+$34K	0.25%	67
2023 Q4	$320K	Buy	+1,500	New	+$289K	0.22%	73

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 Wealth Solutions's VB Position: Q2 2026 in Review

Integrity Wealth Solutions reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.84% in Q2 2026, selling an estimated $9.17K and leaving 3,785 shares worth $1.15M. The position accounts for 0.42% of the portfolio, ranked #54.

Integrity Wealth Solutions first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Integrity Wealth Solutions held 3,785 shares of Vanguard Morningstar Small-Cap ETF worth $1.15M as of Q2 2026.
Integrity Wealth Solutions sold 32 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.17K.
Vanguard Morningstar Small-Cap ETF made up 0.42% of Integrity Wealth Solutions's portfolio in Q2 2026, its #54 holding.
Integrity Wealth Solutions first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.