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Planned Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Planned 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
2024
Q4 		– Sell
-478
Closed -$113K – 609
2024
Q3 		$113K Buy
+478
New +$109K 0.05% 185
2024
Q1 		– Sell
-338
Closed -$72.1K – 526
2023
Q4 		$72.1K Buy
+338
New +$65.1K 0.03% 232
2021
Q1 		– Sell
-204
Closed -$40K – 389
2020
Q4 		$40K Hold
204
– – 0.03% 233
2020
Q3 		$31K Buy
+204
New +$31.3K 0.03% 191

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Planned Solutions's VB Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Small-Cap ETF (VB) in Q4 2024, closing a stake of 478 shares — an estimated $113K sold.

Planned Solutions first reported a position in VB in Q3 2020 and held it in 4 quarters. The position peaked at $113K in Q3 2024. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 478 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $113K.
  • Planned Solutions first reported a position in Vanguard Small-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard Small-Cap ETF position peaked at $113K in Q3 2024.
  • 2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.