Retirement Planning Group, LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1508195
LEAWOOD, KS
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,258,808
+$731,156 QoQ
Shares Held
12,442
+27.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,258,808 | 12,442 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,527,652 | 9,799 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,097,638 | 12,182 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,665,551 | 11,248 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,468,299 | 11,131 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,099,281 | 4,575 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,084,286 | 4,571 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,028,930 | 4,719 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,314,392 | 5,750 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $417,486 | 1,957 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||