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

Ignite 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 Q3	$285K	Buy	+1,000	New	+$298K	0.04%	368

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Ignite Planners's VB Position: Q3 2026 in Review

Ignite Planners opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 1,000 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #368 among its holdings.

865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Ignite Planners held 1,000 shares of Vanguard Morningstar Small-Cap ETF worth $285K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Ignite Planners position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Ignite Planners's portfolio in Q3 2026, its #368 holding.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.