Next Level Wealth Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Next Level Wealth 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 Q3	$41.5K	Buy	+146	New	+$43.5K	0.02%	190

Other funds holding VB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Next Level Wealth Planning's VB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2026: 146 shares worth $41.5K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Next Level Wealth Planning held 146 shares of Vanguard Morningstar Small-Cap ETF worth $41.5K as of Q3 2026.
Vanguard Morningstar Small-Cap ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #190 holding.
1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.