BFP
VB icon

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

Beacon 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
Q1 		$9.19M Buy
35,091
+7,202
+26% +$1.95M 3.56% 7
2025
Q4 		$7.19M Buy
27,889
+1,323
+5% +$339K 3.47% 9
2025
Q3 		$6.76M Sell
26,566
-92
-0.3% -$22.8K 3.5% 8
2025
Q2 		$6.32M Sell
26,658
-751
-3% -$168K 3.53% 7
2025
Q1 		$6.08M Buy
27,409
+2,357
+9% +$563K 3.49% 7
2024
Q4 		$6.02M Buy
25,052
+3,042
+14% +$749K 3.5% 8
2024
Q3 		$5.22M Buy
22,010
+2,298
+12% +$522K 3.22% 7
2024
Q2 		$4.3M Buy
19,712
+1,119
+6% +$246K 2.92% 7
2024
Q1 		$4.25M Buy
18,593
+1,638
+10% +$352K 2.97% 7
2023
Q4 		$3.62M Sell
16,955
-141
-0.8% -$27.2K 2.83% 8
2023
Q3 		$3.23M Buy
17,096
+1,816
+12% +$362K 2.79% 9
2023
Q2 		$3.04M Buy
15,280
+1,098
+8% +$207K 2.58% 9
2023
Q1 		$2.69M Buy
14,182
+689
+5% +$134K 2.52% 9
2022
Q4 		$2.48M Buy
+13,493
New +$2.5M 2.57% 8

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Financial Planning's VB Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 26% in Q1 2026, buying an estimated $1.95M and bringing the position to 35,091 shares worth $9.19M. The position accounts for 3.56% of the portfolio, ranked #7.

Beacon Financial Planning first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Beacon Financial Planning held 35,091 shares of Vanguard Morningstar Small-Cap ETF worth $9.19M as of Q1 2026.
  • Beacon Financial Planning bought 7,202 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.95M.
  • Vanguard Morningstar Small-Cap ETF made up 3.56% of Beacon Financial Planning's portfolio in Q1 2026, its #7 holding.
  • Beacon Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.