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

Ironwood Investment Counsel’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 		$4.08M Buy
13,467
+56
+0.4% +$16K 0.54% 60
2026
Q1 		$3.51M Buy
13,411
+6
+0% +$1.62K 0.51% 58
2025
Q4 		$3.46M Sell
13,405
-504
-4% -$129K 0.48% 60
2025
Q3 		$3.54M Sell
13,909
-254
-2% -$63K 0.52% 58
2025
Q2 		$3.36M Sell
14,163
-153
-1% -$34.1K 0.52% 55
2025
Q1 		$3.17M Sell
14,316
-333
-2% -$79.5K 0.55% 50
2024
Q4 		$3.52M Sell
14,649
-736
-5% -$181K 0.6% 50
2024
Q3 		$3.65M Sell
15,385
-7
-0% -$1.59K 0.61% 52
2024
Q2 		$3.36M Sell
15,392
-324
-2% -$71.2K 0.6% 52
2024
Q1 		$3.59M Sell
15,716
-660
-4% -$142K 0.63% 49
2023
Q4 		$3.49M Sell
16,376
-490
-3% -$94.4K 0.65% 46
2023
Q3 		$3.19M Buy
16,866
+15,818
+1,509% +$3.15M 0.67% 45
2023
Q2 		$208K Sell
1,048
-197
-16% -$37.2K 0.05% 200
2023
Q1 		$236K Buy
1,245
+86
+7% +$16.7K 0.06% 184
2022
Q4 		$213K Buy
+1,159
New +$215K 0.05% 195
2022
Q2 		– Sell
-968
Closed -$205K – 215
2022
Q1 		$205K Sell
968
-109
-10% -$22.9K 0.05% 200
2021
Q4 		$243K Buy
1,077
+3
+0.3% +$682 0.06% 182
2021
Q3 		$234K Sell
1,074
-526
-33% -$117K 0.06% 176
2021
Q2 		$629K Buy
1,600
+623
+64% +$138K 0.17% 108
2021
Q1 		$209K Buy
+977
New +$206K 0.06% 192
2017
Q1 		– Sell
-1,698
Closed -$219K – 158
2016
Q4 		$219K Buy
+1,698
New +$211K 0.1% 144

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

Ironwood Investment Counsel's VB Position: Q2 2026 in Review

Ironwood Investment Counsel increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.42% in Q2 2026, buying an estimated $16K and bringing the position to 13,467 shares worth $4.08M. The position accounts for 0.54% of the portfolio, ranked #60.

Ironwood Investment Counsel first reported a position in VB in Q4 2016 and has held it in 21 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ironwood Investment Counsel held 13,467 shares of Vanguard Morningstar Small-Cap ETF worth $4.08M as of Q2 2026.
  • Ironwood Investment Counsel bought 56 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Small-Cap ETF made up 0.54% of Ironwood Investment Counsel's portfolio in Q2 2026, its #60 holding.
  • Ironwood Investment Counsel first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 21 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.