Investments & Financial Planning, LLC
Position in VB — VANGUARD SMALL-CAP INDEX FUND
CIK 1909307
LEXINGTON, KY
All Filings in VB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,325,533 | 149,530 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,955,099 | 148,729 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $38,625,948 | 149,742 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $38,845,592 | 152,767 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,080,497 | 156,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,888,500 | 152,823 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $36,536,496 | 152,058 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $36,308,074 | 153,063 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $33,350,308 | 152,955 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $34,433,654 | 150,635 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $31,969,633 | 149,860 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $20,983,177 | 110,981 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $21,364,167 | 107,417 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $19,593,679 | 103,364 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,778,969 | 96,867 | Shares | Sole | 2023-03-01 | |
| 2022-06-30 | $15,690,520 | 89,095 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,245,479 | 85,853 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $18,751,371 | 82,967 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||