Planning Center Inc
VBK icon

Planning Center Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Planning Center Inc’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$211K Sell
625
-7
-1% -$2.44K 0.02% 84
2026
Q2 		$231K Buy
+632
New +$215K 0.02% 77

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CK
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Planning Center Inc's VBK Position: Q3 2026 in Review

Planning Center Inc reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.1% in Q3 2026, selling an estimated $2.44K and leaving 625 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #84.

Planning Center Inc first reported a position in VBK in Q2 2026 and has held it in 2 quarters since. The position peaked at $231K in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Planning Center Inc held 625 shares of Vanguard Morningstar Small-Cap Growth ETF worth $211K as of Q3 2026.
  • Planning Center Inc sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $2.44K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Planning Center Inc's portfolio in Q3 2026, its #84 holding.
  • Planning Center Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Center Inc's Vanguard Morningstar Small-Cap Growth ETF position peaked at $231K in Q2 2026.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Planning Center Inc's 13F filing for Q3 2026, filed 12 Nov 2026.