Planning Project LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Planning Project LLC’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
2025 Q4	$931K	Buy	+3,608	New	+$924K	0.23%	17

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Planning Project LLC's VB Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025: 3,608 shares worth $931K. The stake represents 0.23% of the portfolio and ranks #17 among its holdings.

2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Planning Project LLC held 3,608 shares of Vanguard Morningstar Small-Cap ETF worth $931K as of Q4 2025.
Vanguard Morningstar Small-Cap ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Small-Cap ETF made up 0.23% of Planning Project LLC's portfolio in Q4 2025, its #17 holding.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.