Obsidian Personal Planning Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$420K	Hold	1,647	–	–	0.15%	59
2025 Q2	$390K	Hold	1,647	–	–	0.16%	54
2025 Q1	$356K	Hold	1,647	–	–	0.16%	55
2024 Q4	$411K	Sell	1,647 -13	-0.8%	-$3.2K	0.2%	52
2024 Q3	$391K	Sell	1,660 -4	-0.2%	-$909	0.2%	48
2024 Q2	$363K	Sell	1,664 -25	-1%	-$5.49K	0.22%	51
2024 Q1	$361K	Buy	+1,689	New	+$363K	0.24%	48

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Obsidian Personal Planning Solutions's VB Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Vanguard Small-Cap ETF (VB) position steady in Q3 2025 at 1,647 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #59.

Obsidian Personal Planning Solutions first reported a position in VB in Q1 2024 and has held it in 7 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Obsidian Personal Planning Solutions held 1,647 shares of Vanguard Small-Cap ETF worth $420K as of Q3 2025.
Obsidian Personal Planning Solutions left its Vanguard Small-Cap ETF share count unchanged in Q3 2025.
Vanguard Small-Cap ETF made up 0.15% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #59 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 7 quarters since.
2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.