PSI
VB icon

Planning Strategies Inc.’s Vanguard Small-Cap ETF VB Stock Holding History

Planning Strategies Inc.’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 		$1.8M Buy
+5,930
New +$1.7M 1.12% 18

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Planning Strategies Inc.'s VB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 5,930 shares worth $1.8M. The stake represents 1.12% of the portfolio and ranks #18 among its holdings.

1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Planning Strategies Inc. held 5,930 shares of Vanguard Small-Cap ETF worth $1.8M as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Vanguard Small-Cap ETF made up 1.12% of Planning Strategies Inc.'s portfolio in Q2 2026, its #18 holding.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.