Blom & Howell Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Blom & Howell 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	$1.06M	Sell	3,483 -318	-8%	-$91.1K	0.88%	23
2026 Q1	$996K	Sell	3,801 -4,209	-53%	-$1.14M	0.98%	20
2025 Q4	$2.07M	Buy	+8,010	New	+$2.05M	2.05%	14

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Blom & Howell Financial Planning's VB Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.4% in Q2 2026, selling an estimated $91.1K and leaving 3,483 shares worth $1.06M. The position accounts for 0.88% of the portfolio, ranked #23.

Blom & Howell Financial Planning first reported a position in VB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Blom & Howell Financial Planning held 3,483 shares of Vanguard Morningstar Small-Cap ETF worth $1.06M as of Q2 2026.
Blom & Howell Financial Planning sold 318 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $91.1K.
Vanguard Morningstar Small-Cap ETF made up 0.88% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #23 holding.
Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Blom & Howell Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $2.07M in Q4 2025.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.