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

Planning Strategies Inc.’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474K	Buy	+1,295	New	+$441K	0.3%	42

Other funds holding VBK

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 1,295 shares worth $474K. The stake represents 0.3% of the portfolio and ranks #42 among its holdings.

528 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Planning Strategies Inc. held 1,295 shares of Vanguard Small-Cap Growth ETF worth $474K as of Q2 2026.
Vanguard Small-Cap Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Small-Cap Growth ETF made up 0.3% of Planning Strategies Inc.'s portfolio in Q2 2026, its #42 holding.
528 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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