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XY Planning Network’s Vanguard Small-Cap ETF VB Stock Holding History

XY Planning Network’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 		$511K Buy
1,686
+351
+26% +$101K 0.06% 206
2026
Q1 		$352K Buy
1,335
+5
+0.4% +$1.35K 0.06% 214
2025
Q4 		$343K Buy
+1,330
New +$341K 0.06% 199

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

XY Planning Network's VB Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Small-Cap ETF (VB) stake by 26% in Q2 2026, buying an estimated $101K and bringing the position to 1,686 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #206.

XY Planning Network first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • XY Planning Network held 1,686 shares of Vanguard Small-Cap ETF worth $511K as of Q2 2026.
  • XY Planning Network bought 351 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Small-Cap ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #206 holding.
  • XY Planning Network first reported a position in Vanguard Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.