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

Elser 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	$2.99M	Buy	9,849 +1,823	+23%	+$522K	0.13%	31
2026 Q1	$2.1M	Sell	8,026 -655	-8%	-$177K	0.1%	38
2025 Q4	$2.24M	Sell	8,681 -1,521	-15%	-$390K	1.62%	13
2025 Q3	$2.62M	Sell	10,202 -1,996	-16%	-$495K	3.15%	10
2025 Q2	$2.89M	Buy	12,198 +7,195	+144%	+$1.61M	3.61%	8
2025 Q1	$1.11M	Hold	5,003	–	–	1.54%	15
2024 Q4	$1.2M	Hold	5,003	–	–	0.07%	33
2024 Q3	$1.19M	Hold	5,003	–	–	1.72%	12
2024 Q2	$1.09M	Buy	+5,003	New	+$1.1M	0.18%	32

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

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

Elser Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q2 2026, buying an estimated $522K and bringing the position to 9,849 shares worth $2.99M. The position accounts for 0.13% of the portfolio, ranked #31.

Elser Financial Planning first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Elser Financial Planning held 9,849 shares of Vanguard Morningstar Small-Cap ETF worth $2.99M as of Q2 2026.
Elser Financial Planning bought 1,823 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $522K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Elser Financial Planning's portfolio in Q2 2026, its #31 holding.
Elser Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.