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 Q2	$3.21M	Buy	10,599 +4,184	+65%	+$1.2M	2.23%	19
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $80.9B AUM 26.08% 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

PlanWiser Financial's VB Position: Q2 2026 in Review

PlanWiser Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 65% in Q2 2026, buying an estimated $1.2M and bringing the position to 10,599 shares worth $3.21M. The position accounts for 2.23% of the portfolio, ranked #19.

PlanWiser Financial first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

PlanWiser Financial held 10,599 shares of Vanguard Morningstar Small-Cap ETF worth $3.21M as of Q2 2026.
PlanWiser Financial bought 4,184 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Morningstar Small-Cap ETF made up 2.23% of PlanWiser Financial's portfolio in Q2 2026, its #19 holding.
PlanWiser Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.