Zynergy Retirement Planning
VB icon

Zynergy Retirement Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Zynergy Retirement 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
Q3 		$385K Hold
1,354
– – 0.21% 21
2026
Q2 		$410K Hold
1,354
– – 0.22% 20
2026
Q1 		$355K Hold
1,354
– – 0.21% 21
2025
Q4 		$349K Hold
1,354
– – 0.21% 22
2025
Q3 		$344K Hold
1,354
– – 0.22% 22
2025
Q2 		$321K Sell
1,354
-58
-4% -$12.9K 0.22% 21
2025
Q1 		$339K Hold
1,412
– – 0.24% 22
2024
Q4 		$335K Hold
1,412
– – 0.24% 22
2024
Q3 		$335K Sell
1,412
-16
-1% -$3.64K 0.24% 22
2024
Q2 		$311K Buy
+1,428
New +$314K 0.24% 22

Other funds holding VB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Zynergy Retirement Planning's VB Position: Q3 2026 in Review

Zynergy Retirement Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 1,354 shares worth $385K. The position accounts for 0.21% of the portfolio, ranked #21.

Zynergy Retirement Planning first reported a position in VB in Q2 2024 and has held it in 10 quarters since. The position peaked at $410K in Q2 2026. 1,284 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Zynergy Retirement Planning held 1,354 shares of Vanguard Morningstar Small-Cap ETF worth $385K as of Q3 2026.
  • Zynergy Retirement Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.21% of Zynergy Retirement Planning's portfolio in Q3 2026, its #21 holding.
  • Zynergy Retirement Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • Zynergy Retirement Planning's Vanguard Morningstar Small-Cap ETF position peaked at $410K in Q2 2026.
  • 1,284 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Zynergy Retirement Planning's 13F filing for Q3 2026, filed 8 Oct 2026.