Ironwood Wealth Management (Arizona)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ironwood Wealth Management (Arizona)’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	$104K	Sell	342 -21	-6%	-$6.02K	0.02%	44
2026 Q1	$95.2K	Hold	363	–	–	0.03%	36
2025 Q4	$93.7K	Sell	363 -5	-1%	-$1.28K	0.03%	35
2025 Q3	$93.6K	Buy	368 +2	+0.5%	+$496	0.03%	33
2025 Q2	$86.7K	Buy	366 +265	+262%	+$59.1K	0.03%	35
2025 Q1	$22.4K	Hold	101	–	–	0.01%	38
2024 Q4	$24.3K	Sell	101 -4	-4%	-$984	0.01%	39
2024 Q3	$25K	Hold	105	–	–	0.01%	40
2024 Q2	$23K	Sell	105 -7	-6%	-$1.54K	0.01%	39
2024 Q1	$25.7K	Buy	112 +9	+9%	+$1.94K	0.01%	40
2023 Q4	$22K	Hold	103	–	–	0.01%	41
2023 Q3	$19.5K	Sell	103 -13	-11%	-$2.59K	0.01%	41
2023 Q2	$23.1K	Buy	116 +45	+63%	+$8.5K	0.01%	39
2023 Q1	$13.5K	Sell	71 -1	-1%	-$194	0.01%	41
2022 Q4	$13.1K	Buy	72 +11	+18%	+$2.04K	0.01%	40
2022 Q3	$11K	Hold	61	–	–	﹤0.01%	49
2022 Q2	$11K	Hold	61	–	–	﹤0.01%	49
2022 Q1	$13K	Buy	61 +27	+79%	+$5.68K	0.01%	49
2021 Q4	$8K	Hold	34	–	–	﹤0.01%	45
2021 Q3	$7K	Hold	34	–	–	﹤0.01%	46
2021 Q2	$8K	Sell	34 -16	-32%	-$3.55K	﹤0.01%	45
2021 Q1	$11K	Sell	50 -54	-52%	-$11.4K	0.01%	43
2020 Q4	$20K	Sell	104 -339	-77%	-$59.8K	0.01%	40
2020 Q3	$65K	Hold	443	–	–	0.05%	28
2020 Q2	$65K	Sell	443 -3,887	-90%	-$522K	0.05%	28
2020 Q1	$500K	Sell	4,330 -459	-10%	-$69K	0.42%	23
2019 Q4	$793K	Hold	4,789	–	–	0.55%	20
2019 Q3	$737K	Buy	4,789 +311	+7%	+$48.2K	0.55%	20
2019 Q2	$702K	Hold	4,478	–	–	0.54%	20
2019 Q1	$684K	Buy	4,478 +75	+2%	+$11.2K	0.58%	21
2018 Q4	$581K	Buy	+4,403	New	+$641K	0.56%	20

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s VB Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.8% in Q2 2026, selling an estimated $6.02K and leaving 342 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #44.

Ironwood Wealth Management (Arizona) first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $793K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ironwood Wealth Management (Arizona) held 342 shares of Vanguard Morningstar Small-Cap ETF worth $104K as of Q2 2026.
Ironwood Wealth Management (Arizona) sold 21 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.02K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #44 holding.
Ironwood Wealth Management (Arizona) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Ironwood Wealth Management (Arizona)'s Vanguard Morningstar Small-Cap ETF position peaked at $793K in Q4 2019.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.