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

Retirement Planning Group (Kansas)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2M Buy
91,469
+84,847
+1,281% +$19.7M 0.56% 23
2026
Q1 		$1.44M Buy
6,622
+1,954
+42% +$437K 0.04% 172
2025
Q4 		$989K Sell
4,668
-657
-12% -$138K 0.03% 192
2025
Q3 		$1.11M Buy
5,325
+101
+2% +$20.7K 0.04% 175
2025
Q2 		$1.02M Buy
5,224
+22
+0.4% +$4.07K 0.04% 147
2025
Q1 		$969K Sell
5,202
-342
-6% -$67.6K 0.05% 136
2024
Q4 		$1.1M Sell
5,544
-2,300
-29% -$472K 0.06% 122
2024
Q3 		$1.57M Buy
7,844
+3,984
+103% +$766K 0.09% 96
2024
Q2 		$705K Sell
3,860
-652
-14% -$120K 0.04% 131
2024
Q1 		$866K Buy
4,512
+3,199
+244% +$577K 0.07% 113
2023
Q4 		$236K Buy
+1,313
New +$214K 0.02% 171
2022
Q2 		– Sell
-2,041
Closed -$359K – 132
2022
Q1 		$359K Buy
2,041
+5
+0.2% +$869 0.04% 82
2021
Q4 		$364K Sell
2,036
-39
-2% -$6.94K 0.04% 80
2021
Q3 		$351K Sell
2,075
-9,955
-83% -$1.7M 0.04% 66
2021
Q2 		$2.09M Buy
+12,030
New +$2.08M 0.24% 29

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Retirement Planning Group (Kansas) increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1,281% in Q2 2026, buying an estimated $19.7M and bringing the position to 91,469 shares worth $22.2M. The position accounts for 0.56% of the portfolio, ranked #23.

Retirement Planning Group (Kansas) first reported a position in VBR in Q2 2021 and has held it in 15 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Retirement Planning Group (Kansas) held 91,469 shares of Vanguard Morningstar Small-Cap Value ETF worth $22.2M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 84,847 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $19.7M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.56% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #23 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 15 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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