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Laurel Wealth Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Laurel Wealth 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
Q2 		$1.24M Hold
4,085
– – 0.55% 39
2026
Q1 		$1.07M Sell
4,085
-10
-0.2% -$2.71K 0.56% 38
2025
Q4 		$1.06M Sell
4,095
-180
-4% -$46.1K 0.59% 35
2025
Q3 		$1.09M Buy
4,275
+18
+0.4% +$4.46K 0.57% 36
2025
Q2 		$1.01M Sell
4,257
-53
-1% -$11.8K 0.57% 36
2025
Q1 		$956K Sell
4,310
-96
-2% -$22.9K 0.64% 34
2024
Q4 		$1.06M Sell
4,406
-281
-6% -$69.1K 0.68% 34
2024
Q3 		$1.11M Buy
4,687
+55
+1% +$12.5K 0.73% 30
2024
Q2 		$1.01M Sell
4,632
-1,746
-27% -$383K 0.7% 30
2024
Q1 		$1.46M Sell
6,378
-190
-3% -$40.9K 0.97% 27
2023
Q4 		$1.4M Sell
6,568
-908
-12% -$175K 0.99% 26
2023
Q3 		$1.41M Sell
7,476
-1,420
-16% -$283K 1.1% 25
2023
Q2 		$1.77M Sell
8,896
-1,466
-14% -$277K 1.26% 27
2023
Q1 		$1.96M Sell
10,362
-2,443
-19% -$474K 1.3% 30
2022
Q4 		$2.35M Sell
12,805
-763
-6% -$141K 1.52% 26
2022
Q3 		$2.32M Buy
13,568
+1,421
+12% +$268K 1.71% 20
2022
Q2 		$2.14M Sell
12,147
-2,195
-15% -$424K 1.51% 25
2022
Q1 		$3.05M Sell
14,342
-1,454
-9% -$306K 2.06% 17
2021
Q4 		$3.57M Sell
15,796
-2,390
-13% -$543K 2.71% 14
2021
Q3 		$3.98M Sell
18,186
-1,047
-5% -$233K 3.21% 11
2021
Q2 		$4.33M Sell
19,233
-1,055
-5% -$234K 3.78% 8
2021
Q1 		$4.34M Buy
20,288
+1,475
+8% +$311K 3.97% 9
2020
Q4 		$3.66M Buy
+18,813
New +$3.32M 3.57% 12

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

Laurel Wealth Planning's VB Position: Q2 2026 in Review

Laurel Wealth Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 4,085 shares worth $1.24M. The position accounts for 0.55% of the portfolio, ranked #39.

Laurel Wealth Planning first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.34M in Q1 2021. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Laurel Wealth Planning held 4,085 shares of Vanguard Morningstar Small-Cap ETF worth $1.24M as of Q2 2026.
  • Laurel Wealth Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of Laurel Wealth Planning's portfolio in Q2 2026, its #39 holding.
  • Laurel Wealth Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's Vanguard Morningstar Small-Cap ETF position peaked at $4.34M in Q1 2021.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.