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

SwitchPoint 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	$1.53M	Sell	5,041 -54	-1%	-$15.5K	0.88%	26
2026 Q1	$1.33M	Buy	5,095 +89	+2%	+$24.1K	0.9%	26
2025 Q4	$1.29M	Hold	5,006	–	–	0.9%	27
2025 Q3	$1.27M	Hold	5,006	–	–	0.92%	27
2025 Q2	$1.19M	Hold	5,006	–	–	0.97%	26
2025 Q1	$1.11M	Hold	5,006	–	–	1.05%	25
2024 Q4	$1.2M	Buy	+5,006	New	+$1.23M	1.15%	21

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

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

SwitchPoint Financial Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $15.5K and leaving 5,041 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #26.

SwitchPoint Financial Planning first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

SwitchPoint Financial Planning held 5,041 shares of Vanguard Morningstar Small-Cap ETF worth $1.53M as of Q2 2026.
SwitchPoint Financial Planning sold 54 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $15.5K.
Vanguard Morningstar Small-Cap ETF made up 0.88% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #26 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.