Superior Planning, LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Superior Planning, LLC’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 Q3	$168K	Buy	+590	New	+$176K	0.07%	181

Other funds holding VB

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's VB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 590 shares worth $168K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings.

1,986 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Superior Planning, LLC held 590 shares of Vanguard Morningstar Small-Cap ETF worth $168K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #181 holding.
1,986 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.