IP
VB icon

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

Investment 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 		$2M Sell
6,586
-25
-0.4% -$7.17K 0.62% 42
2026
Q1 		$1.73M Sell
6,611
-121
-2% -$32.7K 0.62% 46
2025
Q4 		$1.74M Buy
6,732
+123
+2% +$31.5K 0.61% 49
2025
Q3 		$1.68M Sell
6,609
-47
-0.7% -$11.7K 0.59% 51
2025
Q2 		$1.58M Sell
6,656
-35
-0.5% -$7.81K 0.6% 49
2025
Q1 		$1.48M Sell
6,691
-692
-9% -$165K 0.62% 49
2024
Q4 		$1.77M Sell
7,383
-338
-4% -$83.2K 0.73% 40
2024
Q3 		$1.83M Sell
7,721
-327
-4% -$74.3K 0.76% 39
2024
Q2 		$1.75M Sell
8,048
-93
-1% -$20.4K 0.79% 38
2024
Q1 		$1.86M Sell
8,141
-349
-4% -$75.1K 0.84% 35
2023
Q4 		$1.81M Sell
8,490
-323
-4% -$62.2K 0.89% 33
2023
Q3 		$1.67M Sell
8,813
-453
-5% -$90.3K 0.88% 34
2023
Q2 		$1.84M Sell
9,266
-538
-5% -$102K 0.96% 28
2023
Q1 		$1.86M Sell
9,804
-641
-6% -$124K 0.98% 27
2022
Q4 		$1.92M Sell
10,445
-896
-8% -$166K 1.01% 28
2022
Q3 		$1.94M Sell
11,341
-503
-4% -$95K 0.58% 47
2022
Q2 		$2.09M Sell
11,844
-839
-7% -$162K 1.02% 28
2022
Q1 		$2.69M Sell
12,683
-1,239
-9% -$261K 1.14% 24
2021
Q4 		$3.15M Sell
13,922
-122
-0.9% -$27.7K 1.29% 19
2021
Q3 		$3.07M Sell
14,044
-242
-2% -$53.8K 1.4% 19
2021
Q2 		$3.22M Sell
14,286
-458
-3% -$101K 1.47% 19
2021
Q1 		$3.16M Hold
14,744
– – 1.53% 17
2020
Q4 		$2.87M Sell
14,744
-22
-0.1% -$3.88K 1.53% 16
2020
Q3 		$2.27M Buy
14,766
+22
+0.1% +$3.38K 1.36% 19
2020
Q2 		$2.15M Buy
14,744
+540
+4% +$72.5K 1.26% 21
2020
Q1 		$1.64M Buy
+14,204
New +$2.13M 1.18% 26

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

Investment Partners's VB Position: Q2 2026 in Review

Investment Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.38% in Q2 2026, selling an estimated $7.17K and leaving 6,586 shares worth $2M. The position accounts for 0.62% of the portfolio, ranked #42.

Investment Partners first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.22M in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Investment Partners held 6,586 shares of Vanguard Morningstar Small-Cap ETF worth $2M as of Q2 2026.
  • Investment Partners sold 25 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.17K.
  • Vanguard Morningstar Small-Cap ETF made up 0.62% of Investment Partners's portfolio in Q2 2026, its #42 holding.
  • Investment Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Investment Partners's Vanguard Morningstar Small-Cap ETF position peaked at $3.22M in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.