XY Planning Network
VBR icon

XY Planning Network’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

XY Planning Network’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
Q3 		$2.77M Buy
11,989
+820
+7% +$200K 0.3% 75
2026
Q2 		$2.71M Buy
11,169
+8,733
+358% +$2.03M 0.34% 70
2026
Q1 		$531K Sell
2,436
-559
-19% -$125K 0.08% 183
2025
Q4 		$634K Buy
2,995
+340
+13% +$71.2K 0.11% 149
2025
Q3 		$518K Hold
2,655
– – 0.18% 106
2025
Q2 		$518K Buy
2,655
+1,470
+124% +$272K 0.18% 106
2025
Q1 		$221K Hold
1,185
– – 0.15% 99
2024
Q4 		$235K Buy
+1,185
New +$243K 0.18% 88

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

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

XY Planning Network increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 7.3% in Q3 2026, buying an estimated $200K and bringing the position to 11,989 shares worth $2.77M. The position accounts for 0.3% of the portfolio, ranked #75.

XY Planning Network first reported a position in VBR in Q4 2024 and has held it in 8 quarters since. 599 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • XY Planning Network held 11,989 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.77M as of Q3 2026.
  • XY Planning Network bought 820 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $200K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.3% of XY Planning Network's portfolio in Q3 2026, its #75 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 599 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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