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Sequent Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sequent Planning’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 		$681K Buy
2,247
+162
+8% +$46.4K 0.15% 124
2026
Q1 		$546K Buy
2,085
+104
+5% +$28.1K 0.13% 124
2025
Q4 		$511K Buy
1,981
+214
+12% +$54.8K 0.13% 121
2025
Q3 		$449K Sell
1,767
-108
-6% -$26.8K 0.13% 126
2025
Q2 		$444K Buy
1,875
+315
+20% +$70.3K 0.14% 99
2025
Q1 		$346K Buy
1,560
+2
+0.1% +$478 0.12% 105
2024
Q4 		$374K Hold
1,558
– – 0.14% 100
2024
Q3 		$370K Buy
1,558
+321
+26% +$72.9K 0.13% 105
2024
Q2 		$268K Buy
1,237
+44
+4% +$9.66K 0.09% 119
2024
Q1 		$273K Buy
+1,193
New +$257K 0.1% 119

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 $80.9B AUM 26.08% 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

Sequent Planning's VB Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.8% in Q2 2026, buying an estimated $46.4K and bringing the position to 2,247 shares worth $681K. The position accounts for 0.15% of the portfolio, ranked #124.

Sequent Planning first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sequent Planning held 2,247 shares of Vanguard Morningstar Small-Cap ETF worth $681K as of Q2 2026.
  • Sequent Planning bought 162 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $46.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Sequent Planning's portfolio in Q2 2026, its #124 holding.
  • Sequent Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.