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

Sterling Financial 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	$230K	Buy	+757	New	+$217K	0.06%	115
2021 Q4	–	Sell	-640	Closed	-$140K	–	383
2021 Q3	$140K	Buy	640 +70	+12%	+$15.6K	0.09%	107
2021 Q2	$128K	Buy	570 +500	+714%	+$111K	0.08%	106
2021 Q1	$15K	Hold	70	–	–	0.01%	247
2020 Q4	$14K	Buy	+70	New	+$12.3K	0.01%	238

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

Sterling Financial Planning's VB Position: Q2 2026 in Review

Sterling Financial Planning opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 757 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in VB as recently as Q3 2021.

Sterling Financial Planning first reported a position in VB in Q4 2020 and has held it in 5 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sterling Financial Planning held 757 shares of Vanguard Morningstar Small-Cap ETF worth $230K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Sterling Financial Planning position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #115 holding.
Sterling Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 5 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.