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PlanVest Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

PlanVest Financial’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 		$87.6K Buy
289
+43
+17% +$12.3K 0.06% 167
2026
Q1 		$64.4K Buy
+246
New +$66.6K 0.05% 183

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PlanVest Financial's VB Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q2 2026, buying an estimated $12.3K and bringing the position to 289 shares worth $87.6K. The position accounts for 0.06% of the portfolio, ranked #167.

PlanVest Financial first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • PlanVest Financial held 289 shares of Vanguard Morningstar Small-Cap ETF worth $87.6K as of Q2 2026.
  • PlanVest Financial bought 43 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $12.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #167 holding.
  • PlanVest Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.