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

Life Planning Partners’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$864K	Sell	3,557 -109	-3%	-$25.4K	0.64%	36
2026 Q1	$796K	Hold	3,666	–	–	0.61%	38
2025 Q4	$776K	Buy	3,666 +141	+4%	+$29.5K	0.59%	38
2025 Q3	$736K	Hold	3,525	–	–	0.54%	38
2025 Q2	$687K	Sell	3,525 -70	-2%	-$13K	0.55%	37
2025 Q1	$670K	Sell	3,595 -4	-0.1%	-$790	0.61%	35
2024 Q4	$713K	Hold	3,599	–	–	0.66%	34
2024 Q3	$723K	Sell	3,599 -110	-3%	-$21.1K	0.65%	34
2024 Q2	$677K	Hold	3,709	–	–	0.61%	35
2024 Q1	$712K	Buy	3,709 +26	+0.7%	+$4.69K	0.71%	31
2023 Q4	$663K	Buy	+3,683	New	+$601K	0.65%	32
2022 Q3	$617K	Buy	4,304 +130	+3%	+$20.6K	0.71%	29
2022 Q2	$625K	Buy	4,174 +2,083	+100%	+$342K	0.7%	29
2022 Q1	$368K	Buy	2,091 +1,086	+108%	+$189K	0.37%	40
2021 Q4	$181K	Buy	+1,005	New	+$179K	0.18%	49

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Life Planning Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3% in Q2 2026, selling an estimated $25.4K and leaving 3,557 shares worth $864K. The position accounts for 0.64% of the portfolio, ranked #36.

Life Planning Partners first reported a position in VBR in Q4 2021 and has held it in 15 quarters since. 1,099 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Life Planning Partners held 3,557 shares of Vanguard Morningstar Small-Cap Value ETF worth $864K as of Q2 2026.
Life Planning Partners sold 109 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $25.4K.
Vanguard Morningstar Small-Cap Value ETF made up 0.64% of Life Planning Partners's portfolio in Q2 2026, its #36 holding.
Life Planning Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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