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Avantax Planning Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Avantax Planning Partners’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 		$1.17M Sell
3,874
-204
-5% -$58.5K 0.03% 192
2026
Q1 		$1.07M Buy
4,078
+1,899
+87% +$514K 0.03% 185
2025
Q4 		$562K Hold
2,179
– – 0.02% 254
2025
Q3 		$554K Buy
2,179
+213
+11% +$52.8K 0.02% 258
2025
Q2 		$466K Hold
1,966
– – 0.01% 275
2025
Q1 		$436K Buy
1,966
+614
+45% +$147K 0.02% 280
2024
Q4 		$325K Sell
1,352
-31
-2% -$7.63K 0.01% 322
2024
Q3 		$328K Sell
1,383
-195
-12% -$44.3K 0.01% 317
2024
Q2 		$344K Buy
1,578
+266
+20% +$58.4K 0.01% 339
2024
Q1 		$300K Sell
1,312
-36
-3% -$7.74K 0.01% 360
2023
Q4 		$288K Buy
+1,348
New +$260K 0.01% 301
2023
Q3 		– Sell
-1,239
Closed -$246K – 387
2023
Q2 		$246K Buy
1,239
+58
+5% +$11K 0.01% 327
2023
Q1 		$224K Sell
1,181
-14
-1% -$2.71K 0.01% 338
2022
Q4 		$219K Sell
1,195
-26
-2% -$4.82K 0.01% 342
2022
Q3 		$209K Sell
1,221
-3
-0.2% -$566 0.01% 324
2022
Q2 		$216K Sell
1,224
-210
-15% -$40.6K 0.01% 316
2022
Q1 		$305K Sell
1,434
-150
-9% -$31.6K 0.01% 277
2021
Q4 		$358K Buy
1,584
+150
+10% +$34.1K 0.01% 253
2021
Q3 		$314K Hold
1,434
– – 0.01% 246
2021
Q2 		$323K Buy
+1,434
New +$318K 0.02% 248
2018
Q4 		– Sell
-1,995
Closed -$324K – 1151
2018
Q3 		$324K Hold
1,995
– – 0.03% 188
2018
Q2 		$311K Hold
1,995
– – 0.03% 180
2018
Q1 		$293K Sell
1,995
-277
-12% -$41.4K 0.03% 230
2017
Q4 		$336K Hold
2,272
– – 0.03% 214
2017
Q3 		$321K Buy
+2,272
New +$310K 0.03% 261

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

Avantax Planning Partners's VB Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5% in Q2 2026, selling an estimated $58.5K and leaving 3,874 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #192.

Avantax Planning Partners first reported a position in VB in Q3 2017 and has held it in 25 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Avantax Planning Partners held 3,874 shares of Vanguard Morningstar Small-Cap ETF worth $1.17M as of Q2 2026.
  • Avantax Planning Partners sold 204 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $58.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #192 holding.
  • Avantax Planning Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and has held it in 25 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.