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

Financial Planning Hawaii’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 		$2.42M Buy
7,991
+2
+0% +$573 1.3% 20
2026
Q1 		$2.09M Buy
7,989
+351
+5% +$95K 1.23% 24
2025
Q4 		$1.97M Buy
+7,638
New +$1.96M 1.14% 23

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Financial Planning Hawaii increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.03% in Q2 2026, buying an estimated $573 and bringing the position to 7,991 shares worth $2.42M. The position accounts for 1.3% of the portfolio, ranked #20.

Financial Planning Hawaii first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 1,672 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Planning Hawaii held 7,991 shares of Vanguard Morningstar Small-Cap ETF worth $2.42M as of Q2 2026.
  • Financial Planning Hawaii bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Morningstar Small-Cap ETF made up 1.3% of Financial Planning Hawaii's portfolio in Q2 2026, its #20 holding.
  • Financial Planning Hawaii first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,672 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.