Essential Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Essential 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 Q1	$353K	Sell	1,349 -7	-0.5%	-$1.89K	0.11%	66
2025 Q4	$350K	Sell	1,356 -150	-10%	-$38.4K	0.11%	68
2025 Q3	$383K	Hold	1,506	–	–	0.13%	61
2025 Q2	$357K	Hold	1,506	–	–	0.13%	62
2025 Q1	$334K	Sell	1,506 -7,494	-83%	-$1.79M	0.13%	62
2024 Q4	$2.19M	Buy	9,000 +7,524	+510%	+$1.85M	0.01%	183
2024 Q3	$350K	Hold	1,476	–	–	0.14%	57
2024 Q2	$322K	Buy	+1,476	New	+$324K	0.14%	54

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Essential Planning's VB Position: Q1 2026 in Review

Essential Planning reduced its Vanguard Small-Cap ETF (VB) stake by 0.52% in Q1 2026, selling an estimated $1.89K and leaving 1,349 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #66.

Essential Planning first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Essential Planning held 1,349 shares of Vanguard Small-Cap ETF worth $353K as of Q1 2026.
Essential Planning sold 7 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.89K.
Vanguard Small-Cap ETF made up 0.11% of Essential Planning's portfolio in Q1 2026, its #66 holding.
Essential Planning first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Essential Planning's Vanguard Small-Cap ETF position peaked at $2.19M in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.