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WR Wealth Planners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.16K Hold
9
– – ﹤0.01% 847
2024
Q3 		$2.13K Hold
9
– – ﹤0.01% 896
2024
Q2 		$1.96K Sell
9
-14
-61% -$3.07K ﹤0.01% 892
2024
Q1 		$5.26K Buy
+23
New +$4.95K ﹤0.01% 708
2022
Q2 		– Sell
-8
Closed -$1.7K – 545
2022
Q1 		$1.7K Buy
+8
New +$1.68K ﹤0.01% 436

Other funds holding VB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WR Wealth Planners's VB Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2024 at 9 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

WR Wealth Planners first reported a position in VB in Q1 2022 and has held it in 5 quarters since. The position peaked at $5.26K in Q1 2024. 2,185 funds tracked by Wall St. Rank hold VB as of Q4 2024.

  • WR Wealth Planners held 9 shares of Vanguard Morningstar Small-Cap ETF worth $2.16K as of Q4 2024.
  • WR Wealth Planners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #847 holding.
  • WR Wealth Planners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's Vanguard Morningstar Small-Cap ETF position peaked at $5.26K in Q1 2024.
  • 2,185 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.