CFFP
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Center for Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Center for 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 		$77.9M Buy
257,140
+1,748
+0.7% +$501K 7.29% 4
2026
Q1 		$66.9M Buy
255,392
+193
+0.1% +$52.2K 6.98% 4
2025
Q4 		$65.8M Buy
255,199
+1,508
+0.6% +$386K 6.85% 4
2025
Q3 		$64.5M Sell
253,691
-8,787
-3% -$2.18M 6.9% 4
2025
Q2 		$62.2M Buy
262,478
+107,311
+69% +$23.9M 7.13% 4
2025
Q1 		$34.4M Buy
155,167
+3,235
+2% +$773K 4.4% 5
2024
Q4 		$36.5M Buy
151,932
+3,442
+2% +$847K 4.87% 5
2024
Q3 		$35.2M Buy
148,490
+2,822
+2% +$641K 4.78% 5
2024
Q2 		$31.8M Buy
145,668
+4,833
+3% +$1.06M 4.59% 5
2024
Q1 		$32.2M Buy
140,835
+9,113
+7% +$1.96M 4.81% 5
2023
Q4 		$28.1M Buy
131,722
+18,320
+16% +$3.53M 5.16% 4
2023
Q3 		$21.4M Buy
113,402
+3,114
+3% +$620K 4.63% 4
2023
Q2 		$21.9M Buy
110,288
+1,322
+1% +$250K 4.6% 4
2023
Q1 		$20.7M Buy
108,966
+328
+0.3% +$63.6K 4.76% 4
2022
Q4 		$19.9M Buy
108,638
+1,560
+1% +$289K 4.85% 4
2022
Q3 		$18.3M Buy
107,078
+2,166
+2% +$409K 4.89% 4
2022
Q2 		$18.5M Sell
104,912
-9,110
-8% -$1.76M 4.69% 5
2022
Q1 		$24.2M Buy
114,022
+6,485
+6% +$1.37M 4.97% 5
2021
Q4 		$24.3M Buy
107,537
+1,500
+1% +$341K 4.98% 5
2021
Q3 		$23.2M Buy
106,037
+4,645
+5% +$1.03M 5.64% 5
2021
Q2 		$22.8M Buy
101,392
+1,000
+1% +$222K 5.62% 5
2021
Q1 		$21.5M Sell
100,392
-2,363
-2% -$498K 5.61% 5
2020
Q4 		$20M Sell
102,755
-1,283
-1% -$226K 5.67% 5
2020
Q3 		$16M Buy
104,038
+2,881
+3% +$443K 5.15% 5
2020
Q2 		$14.7M Buy
101,157
+15,706
+18% +$2.11M 5.15% 5
2020
Q1 		$9.86M Buy
85,451
+17,876
+26% +$2.69M 3.34% 6
2019
Q4 		$11.2M Buy
+67,575
New +$10.8M 2.8% 6

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Center for Financial Planning's VB Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.68% in Q2 2026, buying an estimated $501K and bringing the position to 257,140 shares worth $77.9M. The position accounts for 7.29% of the portfolio, ranked #4.

Center for Financial Planning first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 1,689 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Center for Financial Planning held 257,140 shares of Vanguard Morningstar Small-Cap ETF worth $77.9M as of Q2 2026.
  • Center for Financial Planning bought 1,748 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $501K.
  • Vanguard Morningstar Small-Cap ETF made up 7.29% of Center for Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.