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

Xena 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	$208K	Buy	+685	New	+$196K	0.2%	37

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

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

Xena Financial Planning opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 685 shares worth $208K. The stake represents 0.2% of the portfolio and ranks #37 among its holdings.

2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Xena Financial Planning held 685 shares of Vanguard Morningstar Small-Cap ETF worth $208K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Xena Financial Planning position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.2% of Xena Financial Planning's portfolio in Q2 2026, its #37 holding.
2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.