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

Ironwood Financial’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	$2.23M	Buy	7,519 +166	+2%	+$47.6K	0.35%	61
2026 Q1	$1.93M	Buy	7,353 +159	+2%	+$43K	0.34%	61
2025 Q4	$1.96M	Buy	7,194 +671	+10%	+$172K	0.33%	61
2025 Q3	$1.66M	Buy	6,523 +82	+1%	+$20.3K	0.29%	66
2025 Q2	$1.43M	Hold	6,441	–	–	0.31%	69
2025 Q1	$1.43M	Sell	6,441 -147	-2%	-$35.1K	0.31%	69
2024 Q4	$1.58M	Sell	6,588 -32	-0.5%	-$7.87K	0.33%	61
2024 Q3	$1.57M	Buy	6,620 +36	+0.5%	+$8.18K	0.33%	62
2024 Q2	$1.44M	Buy	6,584 +94	+1%	+$20.6K	0.32%	62
2024 Q1	$1.48M	Buy	6,490 +151	+2%	+$32.5K	0.34%	60
2023 Q4	$1.35M	Buy	6,339 +1,710	+37%	+$329K	0.33%	60
2023 Q3	$875K	Buy	4,629 +844	+22%	+$168K	0.24%	63
2023 Q2	$753K	Buy	3,785 +301	+9%	+$56.9K	0.2%	72
2023 Q1	$660K	Buy	3,484 +515	+17%	+$99.9K	0.18%	79
2022 Q4	$545K	Buy	2,969 +572	+24%	+$106K	0.17%	84
2022 Q3	$410K	Buy	2,397 +508	+27%	+$95.9K	0.14%	84
2022 Q2	$333K	Buy	1,889 +432	+30%	+$83.4K	0.11%	93
2022 Q1	$310K	Sell	1,457 -35	-2%	-$7.37K	0.09%	100
2021 Q4	$337K	Buy	1,492 +232	+18%	+$52.7K	0.09%	98
2021 Q3	$276K	Hold	1,260	–	–	0.08%	101
2021 Q2	$284K	Buy	1,260 +135	+12%	+$29.9K	0.09%	96
2021 Q1	$241K	Sell	1,125 -15	-1%	-$3.16K	0.08%	100
2020 Q4	$222K	Sell	1,140 -308	-21%	-$54.3K	0.08%	96
2020 Q3	$223K	Hold	1,448	–	–	0.11%	56
2020 Q2	$211K	Hold	1,448	–	–	0.11%	52
2020 Q1	$167K	Sell	1,448 -1,619	-53%	-$243K	0.11%	37
2019 Q4	$508K	Buy	3,067 +6	+0.2%	+$956	0.23%	33
2019 Q3	$471K	Sell	3,061 -75	-2%	-$11.6K	0.23%	33
2019 Q2	$491K	Hold	3,136	–	–	0.24%	38
2019 Q1	$479K	Sell	3,136 -60	-2%	-$8.92K	0.25%	40
2018 Q4	$422K	Sell	3,196 -28	-0.9%	-$4.08K	0.24%	40
2018 Q3	$524K	Buy	3,224 +59	+2%	+$9.54K	0.28%	39
2018 Q2	$493K	Buy	3,165 +435	+16%	+$66.5K	0.29%	34
2018 Q1	$401K	Hold	2,730	–	–	0.44%	27
2017 Q4	$403K	Buy	2,730 +13	+0.5%	+$1.88K	0.24%	36
2017 Q3	$384K	Hold	2,717	–	–	0.24%	37
2017 Q2	$368K	Hold	2,717	–	–	0.24%	34
2017 Q1	$362K	Sell	2,717 -343	-11%	-$45.4K	0.24%	34
2016 Q4	$395K	Sell	3,060 -282	-8%	-$35K	0.28%	35
2016 Q3	$408K	Hold	3,342	–	–	0.29%	36
2016 Q2	$387K	Hold	3,342	–	–	0.29%	37
2016 Q1	$373K	Buy	+3,342	New	+$346K	0.29%	36
2015 Q3	$375K	Sell	3,477 -20	-0.6%	-$2.34K	0.18%	53
2015 Q2	$425K	Buy	3,497 +293	+9%	+$36K	0.2%	49
2015 Q1	$393K	Hold	3,204	–	–	0.19%	52
2014 Q4	$374K	Buy	+3,204	New	+$365K	0.21%	51

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

Ironwood Financial's VB Position: Q2 2026 in Review

Ironwood Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, buying an estimated $47.6K and bringing the position to 7,519 shares worth $2.23M. The position accounts for 0.35% of the portfolio, ranked #61.

Ironwood Financial first reported a position in VB in Q4 2014 and has held it in 46 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ironwood Financial held 7,519 shares of Vanguard Morningstar Small-Cap ETF worth $2.23M as of Q2 2026.
Ironwood Financial bought 166 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $47.6K.
Vanguard Morningstar Small-Cap ETF made up 0.35% of Ironwood Financial's portfolio in Q2 2026, its #61 holding.
Ironwood Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 46 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.