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Partners in Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Partners in 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
Q1 		$1.76M Buy
6,715
+13
+0.2% +$3.52K 0.29% 34
2025
Q4 		$1.73M Sell
6,702
-110
-2% -$28.2K 0.29% 34
2025
Q3 		$1.73M Sell
6,812
-129
-2% -$32K 0.3% 34
2025
Q2 		$1.64M Sell
6,941
-36
-0.5% -$8.03K 0.3% 32
2025
Q1 		$1.55M Buy
6,977
+11
+0.2% +$2.63K 0.31% 32
2024
Q4 		$1.67M Buy
6,966
+16
+0.2% +$3.94K 0.34% 32
2024
Q3 		$1.65M Buy
6,950
+12
+0.2% +$2.73K 0.33% 31
2024
Q2 		$1.51M Sell
6,938
-23
-0.3% -$5.05K 0.33% 31
2024
Q1 		$1.59M Buy
6,961
+190
+3% +$40.9K 0.35% 33
2023
Q4 		$1.44M Buy
6,771
+13
+0.2% +$2.5K 0.34% 36
2023
Q3 		$1.28M Buy
6,758
+10
+0.1% +$1.99K 0.33% 37
2023
Q2 		$1.34M Buy
6,748
+10
+0.1% +$1.89K 0.34% 37
2023
Q1 		$1.28M Sell
6,738
-9
-0.1% -$1.75K 0.34% 38
2022
Q4 		$1.23M Buy
6,747
+15
+0.2% +$2.78K 0.34% 39
2022
Q3 		$1.29M Buy
6,732
+1,904
+39% +$359K 0.37% 32
2022
Q2 		$943K Buy
4,828
+5
+0.1% +$966 0.3% 35
2022
Q1 		$975K Buy
4,823
+5
+0.1% +$1.05K 0.31% 35
2021
Q4 		$1.01M Buy
4,818
+7
+0.1% +$1.59K 0.31% 35
2021
Q3 		$1.05M Buy
4,811
+5
+0.1% +$1.11K 0.33% 31
2021
Q2 		$1.08M Buy
+4,806
New +$1.07M 0.34% 31

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Partners in Financial Planning's VB Position: Q1 2026 in Review

Partners in Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.19% in Q1 2026, buying an estimated $3.52K and bringing the position to 6,715 shares worth $1.76M. The position accounts for 0.29% of the portfolio, ranked #34.

Partners in Financial Planning first reported a position in VB in Q2 2021 and has held it in 20 quarters since. 2,392 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Partners in Financial Planning held 6,715 shares of Vanguard Morningstar Small-Cap ETF worth $1.76M as of Q1 2026.
  • Partners in Financial Planning bought 13 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $3.52K.
  • Vanguard Morningstar Small-Cap ETF made up 0.29% of Partners in Financial Planning's portfolio in Q1 2026, its #34 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.