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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.5K	Buy	+109	New	+$25.4K	0.02%	215

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Planning Strategies Inc. opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 109 shares worth $26.5K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings.

780 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Planning Strategies Inc. held 109 shares of Vanguard Small-Cap Value ETF worth $26.5K as of Q2 2026.
Vanguard Small-Cap Value ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #215 holding.
780 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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