Avantax Planning Partners, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1005441
DUBUQUE, IA
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,068,109
+$506,036 QoQ
Shares Held
4,078
+87.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,109 | 4,078 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $562,073 | 2,179 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $554,076 | 2,179 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $465,902 | 1,966 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $435,960 | 1,966 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $324,858 | 1,352 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $328,061 | 1,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $344,067 | 1,578 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $299,910 | 1,312 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $287,568 | 1,348 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $246,424 | 1,239 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $223,870 | 1,181 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $219,330 | 1,195 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $208,681 | 1,221 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $215,558 | 1,224 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $304,753 | 1,434 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $357,999 | 1,584 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $313,572 | 1,434 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $323,051 | 1,434 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||