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Investment Planning Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investment Planning 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 		$479K Sell
1,581
-62
-4% -$17.8K 0.11% 71
2026
Q1 		$430K Buy
1,643
+53
+3% +$14.3K 0.12% 67
2025
Q4 		$410K Buy
1,590
+169
+12% +$43.3K 0.12% 67
2025
Q3 		$361K Buy
1,421
+171
+14% +$42.4K 0.11% 66
2025
Q2 		$296K Buy
1,250
+48
+4% +$10.7K 0.1% 64
2025
Q1 		$267K Buy
1,202
+110
+10% +$26.3K 0.11% 63
2024
Q4 		$262K Buy
+1,092
New +$269K 0.11% 56

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Investment Planning Advisors's VB Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, selling an estimated $17.8K and leaving 1,581 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #71.

Investment Planning Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,654 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Investment Planning Advisors held 1,581 shares of Vanguard Morningstar Small-Cap ETF worth $479K as of Q2 2026.
  • Investment Planning Advisors sold 62 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Investment Planning Advisors's portfolio in Q2 2026, its #71 holding.
  • Investment Planning Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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