LifePlan Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

LifePlan Investment Advisors’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 Q1	$1.91M	Buy	7,309 +439	+6%	+$119K	0.75%	44
2025 Q4	$1.77M	Buy	6,870 +767	+13%	+$196K	0.72%	45
2025 Q3	$1.55M	Buy	6,103 +746	+14%	+$185K	0.65%	48
2025 Q2	$1.27M	Buy	5,357 +1,242	+30%	+$277K	0.63%	47
2025 Q1	$913K	Buy	4,115 +496	+14%	+$118K	0.52%	50
2024 Q4	$870K	Buy	3,619 +252	+7%	+$62K	0.54%	47
2024 Q3	$799K	Buy	3,367 +637	+23%	+$145K	0.51%	46
2024 Q2	$595K	Buy	2,730 +641	+31%	+$141K	0.43%	50
2024 Q1	$478K	Buy	+2,089	New	+$449K	0.38%	52

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LifePlan Investment Advisors's VB Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.4% in Q1 2026, buying an estimated $119K and bringing the position to 7,309 shares worth $1.91M. The position accounts for 0.75% of the portfolio, ranked #44.

LifePlan Investment Advisors first reported a position in VB in Q1 2024 and has held it in 9 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

LifePlan Investment Advisors held 7,309 shares of Vanguard Morningstar Small-Cap ETF worth $1.91M as of Q1 2026.
LifePlan Investment Advisors bought 439 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $119K.
Vanguard Morningstar Small-Cap ETF made up 0.75% of LifePlan Investment Advisors's portfolio in Q1 2026, its #44 holding.
LifePlan Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.