Life Planning Partners
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Life Planning Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Life Planning Partners’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 		$1.79M Sell
6,287
-542
-8% -$161K 1.43% 17
2026
Q2 		$2.07M Sell
6,829
-1,906
-22% -$546K 1.54% 17
2026
Q1 		$2.29M Buy
8,735
+354
+4% +$95.8K 1.75% 16
2025
Q4 		$2.16M Sell
8,381
-1,997
-19% -$512K 1.66% 18
2025
Q3 		$2.64M Sell
10,378
-169
-2% -$41.9K 1.93% 14
2025
Q2 		$2.5M Sell
10,547
-403
-4% -$89.9K 1.99% 13
2025
Q1 		$2.43M Buy
10,950
+70
+0.6% +$16.7K 2.2% 10
2024
Q4 		$2.61M Sell
10,880
-81
-0.7% -$19.9K 2.42% 10
2024
Q3 		$2.6M Sell
10,961
-104
-0.9% -$23.6K 2.32% 10
2024
Q2 		$2.41M Buy
11,065
+1,247
+13% +$274K 2.19% 10
2024
Q1 		$2.24M Buy
9,818
+945
+11% +$203K 2.24% 10
2023
Q4 		$1.89M Buy
+8,873
New +$1.71M 1.86% 16
2022
Q3 		$1.11M Buy
6,501
+234
+4% +$44.2K 1.27% 20
2022
Q2 		$1.1M Buy
6,267
+296
+5% +$57.2K 1.24% 21
2022
Q1 		$1.27M Buy
5,971
+890
+18% +$187K 1.29% 20
2021
Q4 		$1.15M Buy
+5,081
New +$1.15M 1.16% 21

Other funds holding VB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Life Planning Partners's VB Position: Q3 2026 in Review

Life Planning Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.9% in Q3 2026, selling an estimated $161K and leaving 6,287 shares worth $1.79M. The position accounts for 1.43% of the portfolio, ranked #17.

Life Planning Partners first reported a position in VB in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.64M in Q3 2025. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Life Planning Partners held 6,287 shares of Vanguard Morningstar Small-Cap ETF worth $1.79M as of Q3 2026.
  • Life Planning Partners sold 542 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $161K.
  • Vanguard Morningstar Small-Cap ETF made up 1.43% of Life Planning Partners's portfolio in Q3 2026, its #17 holding.
  • Life Planning Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's Vanguard Morningstar Small-Cap ETF position peaked at $2.64M in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.