Sterling Financial Planning
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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
Q3 		$215K Hold
757
– – 0.06% 115
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Sterling Financial Planning's VB Position: Q3 2026 in Review

Sterling Financial Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 757 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #115.

Sterling Financial Planning first reported a position in VB in Q4 2020 and has held it in 6 quarters since. The position peaked at $230K in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Sterling Financial Planning held 757 shares of Vanguard Morningstar Small-Cap ETF worth $215K as of Q3 2026.
  • Sterling Financial Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of Sterling Financial Planning's portfolio in Q3 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 6 quarters since.
  • Sterling Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $230K in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.