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Summit Wealth & Retirement Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Summit Wealth & Retirement 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 		$2.96M Buy
9,754
+120
+1% +$34.4K 0.63% 25
2026
Q1 		$2.52M Buy
9,634
+640
+7% +$173K 0.6% 24
2025
Q4 		$2.32M Sell
8,994
-247
-3% -$63.3K 0.55% 25
2025
Q3 		$2.35M Sell
9,241
-213
-2% -$52.8K 0.58% 25
2025
Q2 		$2.24M Buy
9,454
+6,575
+228% +$1.47M 0.6% 23
2025
Q1 		$638K Buy
2,879
+404
+16% +$96.5K 0.2% 37
2024
Q4 		$595K Buy
2,475
+197
+9% +$48.5K 0.18% 36
2024
Q3 		$540K Buy
2,278
+495
+28% +$112K 0.17% 36
2024
Q2 		$389K Buy
1,783
+2
+0.1% +$439 0.13% 47
2024
Q1 		$407K Buy
1,781
+143
+9% +$30.8K 0.15% 45
2023
Q4 		$349K Hold
1,638
– – 0.15% 45
2023
Q3 		$310K Hold
1,638
– – 0.12% 48
2023
Q2 		$326K Buy
+1,638
New +$310K 0.13% 49

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

Summit Wealth & Retirement Planning's VB Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $34.4K and bringing the position to 9,754 shares worth $2.96M. The position accounts for 0.63% of the portfolio, ranked #25.

Summit Wealth & Retirement Planning first reported a position in VB in Q2 2023 and has held it in 13 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Summit Wealth & Retirement Planning held 9,754 shares of Vanguard Morningstar Small-Cap ETF worth $2.96M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 120 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.63% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #25 holding.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.