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

Planning Strategies’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	$1.8M	Buy	+5,930	New	+$1.7M	1.12%	18

Other funds holding VB

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

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

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Planning Strategies's VB Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 5,930 shares worth $1.8M. The stake represents 1.12% of the portfolio and ranks #18 among its holdings.

2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Planning Strategies held 5,930 shares of Vanguard Morningstar Small-Cap ETF worth $1.8M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Planning Strategies position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 1.12% of Planning Strategies's portfolio in Q2 2026, its #18 holding.
2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.