Plan A Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Plan A Wealth’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	$219K	Buy	+722	New	+$207K	0.09%	172

Other funds holding VB

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plan A Wealth's VB Position: Q2 2026 in Review

Plan A Wealth opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 722 shares worth $219K. The stake represents 0.09% of the portfolio and ranks #172 among its holdings.

2,097 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Plan A Wealth held 722 shares of Vanguard Morningstar Small-Cap ETF worth $219K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Plan A Wealth position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #172 holding.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.