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

Intrua 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	$583K	Sell	1,923 -2,575	-57%	-$738K	0.05%	259
2026 Q1	$1.18M	Sell	4,498 -1,100	-20%	-$298K	0.12%	133
2025 Q4	$1.44M	Sell	5,598 -115	-2%	-$29.5K	0.15%	115
2025 Q3	$1.45M	Buy	+5,713	New	+$1.42M	0.16%	115

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

Intrua Financial's VB Position: Q2 2026 in Review

Intrua Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 57% in Q2 2026, selling an estimated $738K and leaving 1,923 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #259.

Intrua Financial first reported a position in VB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q3 2025. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Intrua Financial held 1,923 shares of Vanguard Morningstar Small-Cap ETF worth $583K as of Q2 2026.
Intrua Financial sold 2,575 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $738K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #259 holding.
Intrua Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
Intrua Financial's Vanguard Morningstar Small-Cap ETF position peaked at $1.45M in Q3 2025.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.