Retirement Planning Group (Kansas)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Retirement Planning Group (Kansas)’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	$3.94M	Buy	12,998 +556	+4%	+$159K	0.1%	101
2026 Q1	$3.26M	Buy	12,442 +2,643	+27%	+$715K	0.1%	91
2025 Q4	$2.53M	Sell	9,799 -2,383	-20%	-$610K	0.08%	100
2025 Q3	$3.1M	Buy	12,182 +934	+8%	+$232K	0.11%	85
2025 Q2	$2.67M	Buy	11,248 +117	+1%	+$26.1K	0.11%	71
2025 Q1	$2.47M	Buy	11,131 +6,556	+143%	+$1.57M	0.12%	68
2024 Q4	$1.1M	Buy	4,575 +4	+0.1%	+$984	0.06%	121
2024 Q3	$1.08M	Sell	4,571 -148	-3%	-$33.6K	0.06%	118
2024 Q2	$1.03M	Sell	4,719 -1,031	-18%	-$226K	0.07%	100
2024 Q1	$1.31M	Buy	5,750 +3,793	+194%	+$816K	0.1%	79
2023 Q4	$418K	Buy	+1,957	New	+$377K	0.04%	123

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

Retirement Planning Group (Kansas)'s VB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.5% in Q2 2026, buying an estimated $159K and bringing the position to 12,998 shares worth $3.94M. The position accounts for 0.1% of the portfolio, ranked #101.

Retirement Planning Group (Kansas) first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Retirement Planning Group (Kansas) held 12,998 shares of Vanguard Morningstar Small-Cap ETF worth $3.94M as of Q2 2026.
Retirement Planning Group (Kansas) bought 556 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $159K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #101 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.