PF
VB icon

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

PlanWiser 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
Q1 		$1.79M Sell
6,415
-367
-5% -$99.3K 1.29% 24
2025
Q4 		$1.88M Buy
6,782
+752
+12% +$193K 1.4% 23
2025
Q3 		$1.53M Sell
6,030
-202
-3% -$50.1K 1.22% 27
2025
Q2 		$1.53M Buy
6,232
+10
+0.2% +$2.23K 1.31% 24
2025
Q1 		$1.37M Buy
+6,222
New +$1.49M 1.24% 24

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PlanWiser Financial's VB Position: Q1 2026 in Review

PlanWiser Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.4% in Q1 2026, selling an estimated $99.3K and leaving 6,415 shares worth $1.79M. The position accounts for 1.29% of the portfolio, ranked #24.

PlanWiser Financial first reported a position in VB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q4 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • PlanWiser Financial held 6,415 shares of Vanguard Morningstar Small-Cap ETF worth $1.79M as of Q1 2026.
  • PlanWiser Financial sold 367 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $99.3K.
  • Vanguard Morningstar Small-Cap ETF made up 1.29% of PlanWiser Financial's portfolio in Q1 2026, its #24 holding.
  • PlanWiser Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's Vanguard Morningstar Small-Cap ETF position peaked at $1.88M in Q4 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.