Essential Planning’s Vanguard Morningstar 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 Q2	$409K	Hold	1,349	–	–	0.12%	63
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 $1.55T 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

Essential Planning's VB Position: Q2 2026 in Review

Essential Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,349 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #63.

Essential Planning first reported a position in VB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.19M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Essential Planning held 1,349 shares of Vanguard Morningstar Small-Cap ETF worth $409K as of Q2 2026.
Essential Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Essential Planning's portfolio in Q2 2026, its #63 holding.
Essential Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Essential Planning's Vanguard Morningstar Small-Cap ETF position peaked at $2.19M in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.