Holistic Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Holistic 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 Q1	$1.49M	Buy	5,696 +71	+1%	+$19.2K	0.3%	72
2025 Q4	$1.45M	Buy	5,625 +712	+14%	+$182K	0.31%	72
2025 Q3	$1.25M	Sell	4,913 -276	-5%	-$68.4K	0.33%	62
2025 Q2	$1.23M	Buy	5,189 +526	+11%	+$117K	0.35%	55
2025 Q1	$1.03M	Sell	4,663 -84	-2%	-$20.1K	0.35%	55
2024 Q4	$1.14M	Sell	4,747 -683	-13%	-$168K	0.41%	47
2024 Q3	$1.29M	Sell	5,430 -948	-15%	-$215K	0.54%	40
2024 Q2	$1.46M	Sell	6,378 -132	-2%	-$29K	1.12%	26
2024 Q1	$1.49M	Sell	6,510 -682	-9%	-$147K	1.14%	27
2023 Q4	$1.53M	Buy	+7,192	New	+$1.39M	1.29%	26

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Holistic Planning's VB Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q1 2026, buying an estimated $19.2K and bringing the position to 5,696 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #72.

Holistic Planning first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Holistic Planning held 5,696 shares of Vanguard Small-Cap ETF worth $1.49M as of Q1 2026.
Holistic Planning bought 71 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $19.2K.
Vanguard Small-Cap ETF made up 0.3% of Holistic Planning's portfolio in Q1 2026, its #72 holding.
Holistic Planning first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Vanguard Small-Cap ETF position peaked at $1.53M in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.