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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
Q2 		$10.9M Buy
35,796
+705
+2% +$202K 3.68% 6
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 $1.55T 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

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

Beacon Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q2 2026, buying an estimated $202K and bringing the position to 35,796 shares worth $10.9M. The position accounts for 3.68% of the portfolio, ranked #6.

Beacon Financial Planning first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,485 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Beacon Financial Planning held 35,796 shares of Vanguard Morningstar Small-Cap ETF worth $10.9M as of Q2 2026.
  • Beacon Financial Planning bought 705 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Morningstar Small-Cap ETF made up 3.68% of Beacon Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Beacon Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.