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Intrinsic Value Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Intrinsic Value Partners’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 		$3.27M Buy
10,785
+200
+2% +$57.3K 2.23% 13
2026
Q1 		$2.77M Buy
10,585
+100
+1% +$27.1K 2.14% 12
2025
Q4 		$2.7M Buy
10,485
+1,057
+11% +$271K 2.03% 13
2025
Q3 		$2.4M Sell
9,428
-100
-1% -$24.8K 1.94% 14
2025
Q2 		$2.26M Buy
9,528
+1,443
+18% +$322K 2.01% 15
2025
Q1 		$1.79M Buy
8,085
+1,050
+15% +$251K 1.77% 16
2024
Q4 		$1.69M Sell
7,035
-150
-2% -$36.9K 1.7% 17
2024
Q3 		$1.7M Buy
7,185
+4,900
+214% +$1.11M 1.71% 17
2024
Q2 		$498K Buy
2,285
+5
+0.2% +$1.1K 0.52% 36
2024
Q1 		$521K Hold
2,280
– – 0.56% 40
2023
Q4 		$486K Buy
+2,280
New +$439K 0.57% 36

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

Intrinsic Value Partners's VB Position: Q2 2026 in Review

Intrinsic Value Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, buying an estimated $57.3K and bringing the position to 10,785 shares worth $3.27M. The position accounts for 2.23% of the portfolio, ranked #13.

Intrinsic Value Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Intrinsic Value Partners held 10,785 shares of Vanguard Morningstar Small-Cap ETF worth $3.27M as of Q2 2026.
  • Intrinsic Value Partners bought 200 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard Morningstar Small-Cap ETF made up 2.23% of Intrinsic Value Partners's portfolio in Q2 2026, its #13 holding.
  • Intrinsic Value Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.