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

Comprehensive 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	$58.9K	Sell	194 -31	-14%	-$8.88K	0.03%	167
2026 Q1	$58.9K	Sell	225 -23	-9%	-$6.22K	0.04%	152
2025 Q4	$64.1K	Hold	248	–	–	0.04%	150
2025 Q3	$63K	Buy	248 +1	+0.4%	+$248	0.04%	151
2025 Q2	$58.5K	Buy	247 +1	+0.4%	+$223	0.05%	146
2025 Q1	$54.8K	Sell	246 -1,414	-85%	-$338K	0.05%	131
2024 Q4	$399K	Buy	+1,660	New	+$408K	0.34%	58

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

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

Comprehensive Financial Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, selling an estimated $8.88K and leaving 194 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #167.

Comprehensive Financial Planning first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Comprehensive Financial Planning held 194 shares of Vanguard Morningstar Small-Cap ETF worth $58.9K as of Q2 2026.
Comprehensive Financial Planning sold 31 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.88K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #167 holding.
Comprehensive Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $399K in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.