Consolidated Planning Corp’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Consolidated Planning Corp’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	$310K	Buy	+1,022	New	+$293K	0.04%	127
2023 Q3	–	Sell	-1,094	Closed	-$218K	–	170
2023 Q2	$218K	Buy	+1,094	New	+$207K	0.05%	152
2021 Q4	–	Sell	-271	Closed	-$59K	–	422
2021 Q3	$59K	Buy	+271	New	+$60.2K	0.04%	153

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 22.9% 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

Consolidated Planning Corp's VB Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 1,022 shares worth $310K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in VB as recently as Q2 2023.

Consolidated Planning Corp first reported a position in VB in Q3 2021 and has held it in 3 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Consolidated Planning Corp held 1,022 shares of Vanguard Morningstar Small-Cap ETF worth $310K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Consolidated Planning Corp position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Consolidated Planning Corp's portfolio in Q2 2026, its #127 holding.
Consolidated Planning Corp first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 3 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.