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Investment Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investment Advisory Group’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
Q1 		$3.1M Sell
11,818
-75
-0.6% -$20.3K 0.79% 33
2025
Q4 		$3.07M Buy
11,893
+188
+2% +$48.2K 0.79% 33
2025
Q3 		$2.98M Hold
11,705
– – 0.81% 32
2025
Q2 		$2.77M Buy
11,705
+13
+0.1% +$2.9K 0.84% 32
2025
Q1 		$2.59M Buy
11,692
+865
+8% +$207K 0.87% 33
2024
Q4 		$2.6M Buy
10,827
+1,158
+12% +$285K 0.87% 30
2024
Q3 		$2.29M Buy
9,669
+1,058
+12% +$240K 0.8% 31
2024
Q2 		$1.88M Buy
8,611
+643
+8% +$141K 0.73% 36
2024
Q1 		$1.82M Buy
7,968
+715
+10% +$154K 0.75% 37
2023
Q4 		$1.55M Sell
7,253
-476
-6% -$91.7K 0.71% 38
2023
Q3 		$1.46M Buy
7,729
+304
+4% +$60.6K 0.76% 36
2023
Q2 		$1.48M Buy
7,425
+261
+4% +$49.3K 0.76% 36
2023
Q1 		$1.36M Buy
7,164
+314
+5% +$60.9K 0.78% 34
2022
Q4 		$1.26M Buy
6,850
+714
+12% +$132K 0.77% 33
2022
Q3 		$1.05M Sell
6,136
-24
-0.4% -$4.53K 0.73% 36
2022
Q2 		$1.08M Buy
6,160
+671
+12% +$130K 0.74% 35
2022
Q1 		$1.17M Hold
5,489
– – 0.71% 35
2021
Q4 		$1.16M Buy
+5,489
New +$1.25M 0.74% 33

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investment Advisory Group's VB Position: Q1 2026 in Review

Investment Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.63% in Q1 2026, selling an estimated $20.3K and leaving 11,818 shares worth $3.1M. The position accounts for 0.79% of the portfolio, ranked #33.

Investment Advisory Group first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Investment Advisory Group held 11,818 shares of Vanguard Morningstar Small-Cap ETF worth $3.1M as of Q1 2026.
  • Investment Advisory Group sold 75 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $20.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.79% of Investment Advisory Group's portfolio in Q1 2026, its #33 holding.
  • Investment Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.