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

Frisco 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
Q3 		$15M Sell
52,749
-791
-1% -$236K 11.68% 1
2026
Q2 		$16.2M Sell
53,540
-1,083
-2% -$310K 12.23% 1
2026
Q1 		$14.3M Buy
54,623
+306
+0.6% +$82.8K 11.8% 1
2025
Q4 		$14M Sell
54,317
-97
-0.2% -$24.9K 11.71% 1
2025
Q3 		$13.8M Buy
54,414
+833
+2% +$207K 11.81% 1
2025
Q2 		$12.7M Buy
53,581
+297
+0.6% +$66.3K 11.55% 3
2025
Q1 		$11.8M Buy
53,284
+99
+0.2% +$23.6K 11.45% 3
2024
Q4 		$12.8M Buy
+53,185
New +$13.1M 12.63% 3

Other funds holding VB

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Frisco Financial Planning's VB Position: Q3 2026 in Review

Frisco Financial Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q3 2026, selling an estimated $236K and leaving 52,749 shares worth $15M. The position accounts for 11.68% of the portfolio, ranked #1.

Frisco Financial Planning first reported a position in VB in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q2 2026. 35 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Frisco Financial Planning held 52,749 shares of Vanguard Morningstar Small-Cap ETF worth $15M as of Q3 2026.
  • Frisco Financial Planning sold 791 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $236K.
  • Vanguard Morningstar Small-Cap ETF made up 11.68% of Frisco Financial Planning's portfolio in Q3 2026, its #1 holding.
  • Frisco Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Frisco Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $16.2M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.