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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
Q2 		$231K Buy
+632
New +$215K 0.02% 77

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SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Planning Center Inc's VBK Position: Q2 2026 in Review

Planning Center Inc opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 632 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #77 among its holdings.

647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Planning Center Inc held 632 shares of Vanguard Morningstar Small-Cap Growth ETF worth $231K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Planning Center Inc position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #77 holding.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.