Stonebridge Financial Planning Group
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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
Q3 		$754K Sell
2,651
-13
-0.5% -$3.87K 0.24% 101
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% -$4.68K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stonebridge Financial Planning Group's VB Position: Q3 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.49% in Q3 2026, selling an estimated $3.87K and leaving 2,651 shares worth $754K. The position accounts for 0.24% of the portfolio, ranked #101.

Stonebridge Financial Planning Group first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $807K in Q2 2026. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Stonebridge Financial Planning Group held 2,651 shares of Vanguard Morningstar Small-Cap ETF worth $754K as of Q3 2026.
  • Stonebridge Financial Planning Group sold 13 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $3.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.24% of Stonebridge Financial Planning Group's portfolio in Q3 2026, its #101 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Morningstar Small-Cap ETF position peaked at $807K in Q2 2026.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2026, filed 6 Nov 2026.