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

Superior Planning, LLC’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.9K	Buy	+47	New	+$16.4K	0.01%	773

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Superior Planning, LLC opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 47 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings.

1,043 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Superior Planning, LLC held 47 shares of Vanguard Morningstar Small-Cap Growth ETF worth $15.9K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #773 holding.
1,043 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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