Planning Strategies
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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
Q3 		$1.93M Buy
6,767
+837
+14% +$249K 1.14% 19
2026
Q2 		$1.8M Buy
+5,930
New +$1.7M 1.12% 18

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Planning Strategies's VB Position: Q3 2026 in Review

Planning Strategies increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q3 2026, buying an estimated $249K and bringing the position to 6,767 shares worth $1.93M. The position accounts for 1.14% of the portfolio, ranked #19.

Planning Strategies first reported a position in VB in Q2 2026 and has held it in 2 quarters since. 2,244 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Planning Strategies held 6,767 shares of Vanguard Morningstar Small-Cap ETF worth $1.93M as of Q3 2026.
  • Planning Strategies bought 837 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $249K.
  • Vanguard Morningstar Small-Cap ETF made up 1.14% of Planning Strategies's portfolio in Q3 2026, its #19 holding.
  • Planning Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,244 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.