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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Zynergy Retirement Planning's VB Position: Q2 2026 in Review

Zynergy Retirement Planning held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,354 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #20.

Zynergy Retirement Planning first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 1,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Zynergy Retirement Planning held 1,354 shares of Vanguard Morningstar Small-Cap ETF worth $410K as of Q2 2026.
  • Zynergy Retirement Planning left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.22% of Zynergy Retirement Planning's portfolio in Q2 2026, its #20 holding.
  • Zynergy Retirement Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.