Financial Life Planners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Life Planners’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	$7.41K	Hold	24	–	–	﹤0.01%	246
2026 Q1	$6.39K	Buy	+24	New	+$6.5K	﹤0.01%	256
2025 Q4	–	Sell	-24	Closed	-$6.14K	–	312
2025 Q3	$6.14K	Buy	+24	New	+$5.95K	﹤0.01%	267
2025 Q1	–	Sell	-96	Closed	-$23K	–	363
2024 Q4	$23K	Buy	+96	New	+$23.6K	0.02%	191

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

Financial Life Planners's VB Position: Q2 2026 in Review

Financial Life Planners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 24 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Financial Life Planners first reported a position in VB in Q4 2024 and has held it in 4 quarters since. The position peaked at $23K in Q4 2024. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Financial Life Planners held 24 shares of Vanguard Morningstar Small-Cap ETF worth $7.41K as of Q2 2026.
Financial Life Planners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #246 holding.
Financial Life Planners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Vanguard Morningstar Small-Cap ETF position peaked at $23K in Q4 2024.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.