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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

XY Planning Network increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 358% in Q2 2026, buying an estimated $2.03M and bringing the position to 11,169 shares worth $2.71M. The position accounts for 0.34% of the portfolio, ranked #70.

XY Planning Network first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • XY Planning Network held 11,169 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.71M as of Q2 2026.
  • XY Planning Network bought 8,733 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.34% of XY Planning Network's portfolio in Q2 2026, its #70 holding.
  • XY Planning Network first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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