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

ATX Financial Planning’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 		$327K Sell
1,080
-190
-15% -$54.5K 0.22% 68
2026
Q1 		$333K Sell
1,270
-5,418
-81% -$1.47M 0.25% 62
2025
Q4 		$1.73M Buy
+6,688
New +$1.71M 1.33% 18

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 22.9% 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

ATX Financial Planning's VB Position: Q2 2026 in Review

ATX Financial Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, selling an estimated $54.5K and leaving 1,080 shares worth $327K. The position accounts for 0.22% of the portfolio, ranked #68.

ATX Financial Planning first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • ATX Financial Planning held 1,080 shares of Vanguard Morningstar Small-Cap ETF worth $327K as of Q2 2026.
  • ATX Financial Planning sold 190 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $54.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.22% of ATX Financial Planning's portfolio in Q2 2026, its #68 holding.
  • ATX Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $1.73M in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.