XY Planning Network
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XY Planning Network’s Vanguard Morningstar 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
Q3 		$830K Buy
2,919
+1,233
+73% +$367K 0.09% 176
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Ballast Inc
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

XY Planning Network's VB Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 73% in Q3 2026, buying an estimated $367K and bringing the position to 2,919 shares worth $830K. The position accounts for 0.09% of the portfolio, ranked #176.

XY Planning Network first reported a position in VB in Q4 2025 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • XY Planning Network held 2,919 shares of Vanguard Morningstar Small-Cap ETF worth $830K as of Q3 2026.
  • XY Planning Network bought 1,233 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $367K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #176 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.