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

INVST’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 		$603K Buy
1,990
+337
+20% +$96.6K 0.06% 241
2026
Q1 		$433K Sell
1,653
-138
-8% -$37.3K 0.05% 260
2025
Q4 		$462K Buy
1,791
+323
+22% +$82.7K 0.05% 239
2025
Q3 		$373K Sell
1,468
-77
-5% -$19.1K 0.04% 252
2025
Q2 		$366K Buy
1,545
+94
+6% +$21K 0.05% 247
2025
Q1 		$322K Sell
1,451
-63
-4% -$15K 0.04% 241
2024
Q4 		$364K Buy
1,514
+211
+16% +$51.9K 0.04% 194
2024
Q3 		$309K Sell
1,303
-27
-2% -$6.13K 0.04% 201
2024
Q2 		$288K Sell
1,330
-48
-3% -$10.5K 0.03% 214
2024
Q1 		$312K Buy
1,378
+37
+3% +$7.96K 0.04% 191
2023
Q4 		$280K Sell
1,341
-84
-6% -$16.2K 0.04% 179
2023
Q3 		$269K Buy
1,425
+333
+30% +$66.3K 0.04% 170
2023
Q2 		$217K Buy
+1,092
New +$206K 0.03% 168

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

INVST's VB Position: Q2 2026 in Review

INVST increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $96.6K and bringing the position to 1,990 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #241.

INVST first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • INVST held 1,990 shares of Vanguard Morningstar Small-Cap ETF worth $603K as of Q2 2026.
  • INVST bought 337 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $96.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of INVST's portfolio in Q2 2026, its #241 holding.
  • INVST first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.