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Intelligence Driven Advisers’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Intelligence Driven Advisers’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
2025
Q4 		– Sell
-948
Closed -$241K – 143
2025
Q3 		$241K Sell
948
-83
-8% -$20.6K 0.03% 106
2025
Q2 		$244K Buy
1,031
+71
+7% +$15.8K 0.04% 102
2025
Q1 		$213K Sell
960
-52
-5% -$12.4K 0.04% 93
2024
Q4 		$243K Sell
1,012
-4,506
-82% -$1.11M 0.05% 89
2024
Q3 		$1.31M Sell
5,518
-230
-4% -$52.3K 0.19% 38
2024
Q2 		$1.25M Sell
5,748
-22
-0.4% -$4.83K 0.18% 37
2024
Q1 		$1.32M Sell
5,770
-553
-9% -$119K 0.19% 33
2023
Q4 		$1.31M Sell
6,323
-46,292
-88% -$8.92M 0.21% 29
2023
Q3 		$9.68M Sell
52,615
-9,191
-15% -$1.83M 1.72% 17
2023
Q2 		$12.1M Sell
61,806
-29,572
-32% -$5.59M 2.11% 15
2023
Q1 		$16.9M Buy
91,378
+10,664
+13% +$2.07M 3.04% 9
2022
Q4 		$15.1M Sell
80,714
-1,536
-2% -$285K 2.77% 10
2022
Q3 		$14.9M Buy
82,250
+19,712
+32% +$3.72M 2.98% 10
2022
Q2 		$11.1M Sell
62,538
-4,421
-7% -$854K 2.18% 16
2022
Q1 		$13.9M Sell
66,959
-48,787
-42% -$10.3M 2.54% 12
2021
Q4 		$23.7M Buy
+115,746
New +$26.3M 4.35% 10
2021
Q3 		– Sell
-102,402
Closed -$23.1M – 84
2021
Q2 		$23.1M Buy
102,402
+55,190
+117% +$12.2M 4.48% 10
2021
Q1 		$10.1M Buy
47,212
+592
+1% +$125K 2.27% 18
2020
Q4 		$9.08M Sell
46,620
-85,468
-65% -$15.1M 2.03% 18
2020
Q3 		$20.3M Buy
132,088
+108,096
+451% +$16.6M 4.76% 7
2020
Q2 		$3.5M Buy
23,992
+2,461
+11% +$330K 1.24% 20
2020
Q1 		$2.49M Buy
21,531
+20,150
+1,459% +$3.03M 1.15% 21
2019
Q4 		$229K Sell
1,381
-42
-3% -$6.69K 0.1% 83
2019
Q3 		$219K Sell
1,423
-141
-9% -$21.9K 0.1% 81
2019
Q2 		$245K Sell
1,564
-127
-8% -$19.6K 0.12% 92
2019
Q1 		$258K Buy
+1,691
New +$251K 0.14% 80

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Intelligence Driven Advisers's VB Position: Q4 2025 in Review

Intelligence Driven Advisers sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 948 shares — an estimated $241K sold.

Intelligence Driven Advisers first reported a position in VB in Q1 2019 and held it in 26 quarters. The position peaked at $23.7M in Q4 2021. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Intelligence Driven Advisers reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Intelligence Driven Advisers sold 948 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $241K.
  • Intelligence Driven Advisers first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and held it in 26 quarters.
  • Intelligence Driven Advisers's Vanguard Morningstar Small-Cap ETF position peaked at $23.7M in Q4 2021.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Intelligence Driven Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.