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

Planning Strategies’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 		$474K Buy
+1,295
New +$441K 0.3% 42

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Planning Strategies's VBK Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 1,295 shares worth $474K. The stake represents 0.3% of the portfolio and ranks #42 among its holdings.

1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Planning Strategies held 1,295 shares of Vanguard Morningstar Small-Cap Growth ETF worth $474K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Planning Strategies position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.3% of Planning Strategies's portfolio in Q2 2026, its #42 holding.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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