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

Stonebridge Financial Planning Group’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 		$807K Sell
2,664
-65
-2% -$18.6K 0.26% 107
2026
Q1 		$715K Buy
2,729
+35
+1% +$9.47K 0.26% 99
2025
Q4 		$695K Hold
2,694
– – 0.25% 106
2025
Q3 		$685K Buy
2,694
+408
+18% +$101K 0.26% 103
2025
Q2 		$542K Sell
2,286
-80
-3% -$17.8K 0.23% 107
2025
Q1 		$525K Buy
2,366
+167
+8% +$39.9K 0.24% 103
2024
Q4 		$528K Sell
2,199
-19
-0.9% -$4.67K 0.24% 105
2024
Q3 		$526K Sell
2,218
-124
-5% -$28.2K 0.25% 102
2024
Q2 		$511K Sell
2,342
-95
-4% -$20.9K 0.26% 100
2024
Q1 		$557K Buy
2,437
+115
+5% +$24.7K 0.29% 92
2023
Q4 		$495K Buy
+2,322
New +$447K 0.29% 90

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

Stonebridge Financial Planning Group's VB Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q2 2026, selling an estimated $18.6K and leaving 2,664 shares worth $807K. The position accounts for 0.26% of the portfolio, ranked #107.

Stonebridge Financial Planning Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,664 shares of Vanguard Morningstar Small-Cap ETF worth $807K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 65 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.26% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #107 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.