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Investments & Financial Planning LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Investments & Financial Planning LLC’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 		$45.3M Buy
149,530
+801
+0.5% +$230K 21.46% 1
2026
Q1 		$39M Sell
148,729
-1,013
-0.7% -$274K 21.21% 1
2025
Q4 		$38.6M Sell
149,742
-3,025
-2% -$775K 20.73% 1
2025
Q3 		$38.8M Sell
152,767
-3,704
-2% -$919K 20.99% 1
2025
Q2 		$37.1M Buy
156,471
+3,648
+2% +$814K 21.36% 1
2025
Q1 		$33.9M Buy
152,823
+765
+0.5% +$183K 22.01% 1
2024
Q4 		$36.5M Sell
152,058
-1,005
-0.7% -$247K 22.52% 1
2024
Q3 		$36.3M Buy
153,063
+108
+0.1% +$24.5K 22.99% 1
2024
Q2 		$33.4M Buy
152,955
+2,320
+2% +$509K 22.39% 1
2024
Q1 		$34.4M Buy
150,635
+775
+0.5% +$167K 23.6% 1
2023
Q4 		$32M Buy
149,860
+38,879
+35% +$7.49M 23.94% 1
2023
Q3 		$21M Buy
110,981
+3,564
+3% +$710K 18.71% 2
2023
Q2 		$21.4M Buy
107,417
+4,053
+4% +$766K 18.5% 2
2023
Q1 		$19.6M Buy
103,364
+6,497
+7% +$1.26M 17.98% 2
2022
Q4 		$17.8M Buy
+96,867
New +$18M 17.42% 3
2022
Q2 		$15.7M Buy
89,095
+3,242
+4% +$626K 16.17% 3
2022
Q1 		$18.2M Buy
85,853
+2,886
+3% +$608K 15.95% 3
2021
Q4 		$17.6M Buy
+82,967
New +$18.9M 15.77% 3

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Investments & Financial Planning LLC's VB Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.54% in Q2 2026, buying an estimated $230K and bringing the position to 149,530 shares worth $45.3M. The position accounts for 21.46% of the portfolio, ranked #1.

Investments & Financial Planning LLC first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Investments & Financial Planning LLC held 149,530 shares of Vanguard Morningstar Small-Cap ETF worth $45.3M as of Q2 2026.
  • Investments & Financial Planning LLC bought 801 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Morningstar Small-Cap ETF made up 21.46% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #1 holding.
  • Investments & Financial Planning LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.