Game Plan Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Game Plan Financial Advisors’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	$77.6K	Buy	256 +232	+967%	+$66.5K	0.03%	124
2026 Q1	$6.27K	Hold	24	–	–	﹤0.01%	227
2025 Q4	$6.15K	Sell	24 -1	-4%	-$256	﹤0.01%	230
2025 Q3	$7.44K	Buy	25 +1	+4%	+$248	﹤0.01%	230
2025 Q2	$5.6K	Hold	24	–	–	﹤0.01%	245
2025 Q1	$5.24K	Sell	24 -1	-4%	-$239	﹤0.01%	250
2024 Q4	$7.01K	Buy	25 +2	+9%	+$492	﹤0.01%	246
2024 Q3	$5.54K	Hold	23	–	–	﹤0.01%	269
2024 Q2	$5.07K	Buy	+23	New	+$5.05K	﹤0.01%	267
2024 Q1	–	Sell	-23	Closed	-$4.95K	–	463
2023 Q4	$4.95K	Buy	+23	New	+$4.43K	﹤0.01%	293

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

Game Plan Financial Advisors's VB Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 967% in Q2 2026, buying an estimated $66.5K and bringing the position to 256 shares worth $77.6K. The position accounts for 0.03% of the portfolio, ranked #124.

Game Plan Financial Advisors first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Game Plan Financial Advisors held 256 shares of Vanguard Morningstar Small-Cap ETF worth $77.6K as of Q2 2026.
Game Plan Financial Advisors bought 232 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $66.5K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Game Plan Financial Advisors's portfolio in Q2 2026, its #124 holding.
Game Plan Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.