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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Life Planning Partners's VB Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 22% in Q2 2026, selling an estimated $546K and leaving 6,829 shares worth $2.07M. The position accounts for 1.54% of the portfolio, ranked #17.

Life Planning Partners first reported a position in VB in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.64M in Q3 2025. 1,564 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Life Planning Partners held 6,829 shares of Vanguard Morningstar Small-Cap ETF worth $2.07M as of Q2 2026.
  • Life Planning Partners sold 1,906 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $546K.
  • Vanguard Morningstar Small-Cap ETF made up 1.54% of Life Planning Partners's portfolio in Q2 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 15 quarters since.
  • Life Planning Partners's Vanguard Morningstar Small-Cap ETF position peaked at $2.64M in Q3 2025.
  • 1,564 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.