Investor's Fiduciary Advisor Network’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investor's Fiduciary Advisor Network’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	$589K	Sell	1,945 -1,067	-35%	-$306K	0.2%	110
2026 Q1	$788K	Buy	3,012 +48	+2%	+$13K	0.24%	110
2025 Q4	$764K	Sell	2,964 -32	-1%	-$8.2K	0.16%	131
2025 Q3	$761K	Sell	2,996 -213	-7%	-$52.8K	0.26%	100
2025 Q2	$760K	Sell	3,209 -481	-13%	-$107K	0.28%	96
2025 Q1	$818K	Sell	3,690 -62	-2%	-$14.8K	0.39%	71
2024 Q4	$901K	Buy	+3,752	New	+$923K	0.35%	73

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

Investor's Fiduciary Advisor Network's VB Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 35% in Q2 2026, selling an estimated $306K and leaving 1,945 shares worth $589K. The position accounts for 0.2% of the portfolio, ranked #110.

Investor's Fiduciary Advisor Network first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $901K in Q4 2024. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,945 shares of Vanguard Morningstar Small-Cap ETF worth $589K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 1,067 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $306K.
Vanguard Morningstar Small-Cap ETF made up 0.2% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #110 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Morningstar Small-Cap ETF position peaked at $901K in Q4 2024.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.