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Iron Horse Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$15.4M Buy
64,955
+2,110
+3% +$471K 4.54% 10
2025
Q1 		$13.9M Buy
62,845
+2,805
+5% +$670K 4.47% 12
2024
Q4 		$14.4M Buy
60,040
+1,738
+3% +$428K 4.84% 10
2024
Q3 		$13.8M Buy
58,302
+2,650
+5% +$602K 4.73% 10
2024
Q2 		$12.1M Buy
55,652
+1,666
+3% +$366K 4.63% 10
2024
Q1 		$12.3M Buy
53,986
+1,801
+3% +$387K 4.88% 10
2023
Q4 		$11.1M Buy
52,185
+2,221
+4% +$428K 4.87% 10
2023
Q3 		$9.45M Buy
49,964
+2,014
+4% +$401K 4.64% 10
2023
Q2 		$9.54M Sell
47,950
-9,618
-17% -$1.82M 4.69% 10
2023
Q1 		$10.9M Buy
57,568
+2,502
+5% +$485K 5.45% 8
2022
Q4 		$10.1M Buy
55,066
+32,422
+143% +$6.01M 5.46% 8
2022
Q3 		$3.87M Sell
22,644
-29,631
-57% -$5.59M 5.59% 8
2022
Q2 		$9.21M Buy
52,275
+6,141
+13% +$1.19M 5.24% 7
2022
Q1 		$9.8M Buy
46,134
+4,517
+11% +$951K 5.38% 7
2021
Q4 		$9.41M Buy
41,617
+4,240
+11% +$963K 5.28% 8
2021
Q3 		$8.17M Buy
37,377
+2,960
+9% +$658K 5.07% 7
2021
Q2 		$7.75M Buy
34,417
+2,899
+9% +$642K 5.11% 7
2021
Q1 		$6.75M Buy
31,518
+389
+1% +$82K 5.05% 7
2020
Q4 		$6.06M Buy
+31,129
New +$5.49M 4.85% 7

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Iron Horse Wealth Management's VB Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.4% in Q2 2025, buying an estimated $471K and bringing the position to 64,955 shares worth $15.4M. The position accounts for 4.54% of the portfolio, ranked #10.

Iron Horse Wealth Management first reported a position in VB in Q4 2020 and has held it in 19 quarters since. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Iron Horse Wealth Management held 64,955 shares of Vanguard Morningstar Small-Cap ETF worth $15.4M as of Q2 2025.
  • Iron Horse Wealth Management bought 2,110 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $471K.
  • Vanguard Morningstar Small-Cap ETF made up 4.54% of Iron Horse Wealth Management's portfolio in Q2 2025, its #10 holding.
  • Iron Horse Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.