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Creative Planning

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1540235 OVERLAND PARK, KS

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$612,893,484
+$79,719,704 QoQ
Shares Held
2,021,950
-0.7% QoQ
Ownership
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#13
of 556 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $612,893,484 2,021,950
2026-03-31 $533,173,780 2,035,636
2025-12-31 $548,335,663 2,125,744
2025-09-30 $499,651,045 1,964,964
2025-06-30 $465,769,970 1,965,440
2025-03-31 $443,177,797 1,998,547
2024-12-31 $455,270,770 1,894,751
2024-09-30 $446,035,925 1,880,342
2024-06-30 $407,719,960 1,869,932
2024-03-31 $416,850,551 1,823,573
2023-12-31 $395,869,013 1,855,665
2023-09-30 $354,547,277 1,875,217
2023-06-30 $369,751,625 1,859,076
2023-03-31 $351,427,178 1,853,910
2022-12-31 $349,564,410 1,904,568
2022-09-30 $324,142,778 1,896,570
2022-06-30 $355,496,350 2,018,604
2022-03-31 $393,536,460 1,851,762
2021-12-31 $405,169,935 1,792,708
2021-09-30 $389,704,052 1,782,156
2021-06-30 $500,521,020 2,221,773
2021-03-31 $300,010,641 1,401,395
2020-12-31 $266,747,421 1,370,184
2020-09-30 $192,802,449 1,253,592
2020-06-30 $175,371,104 1,203,480
2020-03-31 $132,757,154 1,150,010