Mark Sheptoff Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mark Sheptoff Financial 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	$90.9K	Hold	300	–	–	0.05%	148
2026 Q1	$86K	Hold	300	–	–	0.05%	148
2025 Q4	$77.4K	Hold	300	–	–	0.04%	170
2025 Q3	$76.3K	Hold	300	–	–	0.04%	165
2025 Q2	$71.1K	Sell	300 -132	-31%	-$29.4K	0.04%	155
2025 Q1	$95.8K	Buy	432 +12	+3%	+$2.87K	0.05%	125
2024 Q4	$101K	Hold	420	–	–	0.05%	121
2024 Q3	$99.6K	Hold	420	–	–	0.05%	129
2024 Q2	$91.6K	Buy	420 +120	+40%	+$26.4K	0.05%	140
2024 Q1	$68.6K	Hold	300	–	–	0.04%	152
2023 Q4	$64K	Hold	300	–	–	0.04%	144
2023 Q3	$56.7K	Hold	300	–	–	0.04%	140
2023 Q2	$59.7K	Hold	300	–	–	0.03%	149
2023 Q1	$56.9K	Hold	300	–	–	0.03%	146
2022 Q4	$55.1K	Hold	300	–	–	0.03%	144
2022 Q3	$51K	Hold	300	–	–	0.03%	143
2022 Q2	$53K	Hold	300	–	–	0.03%	155
2022 Q1	$64K	Buy	+300	New	+$63.2K	0.03%	158

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's VB Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 300 shares worth $90.9K. The position accounts for 0.05% of the portfolio, ranked #148.

Mark Sheptoff Financial Planning first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $101K in Q4 2024. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Mark Sheptoff Financial Planning held 300 shares of Vanguard Morningstar Small-Cap ETF worth $90.9K as of Q2 2026.
Mark Sheptoff Financial Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #148 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Mark Sheptoff Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $101K in Q4 2024.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.