Abacus Planning Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1602730
COLUMBIA, SC
Position in VB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,728,452
-$132,687 QoQ
Shares Held
21,871
-3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,728,452 | 21,871 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,861,139 | 22,722 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,800,381 | 22,811 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,519,501 | 23,291 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,432,209 | 24,497 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,634,371 | 27,611 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,661,331 | 28,082 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $6,229,402 | 28,570 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,602,593 | 28,884 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,109,344 | 28,638 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,717,476 | 30,240 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,181,302 | 31,079 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $5,983,271 | 31,564 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,940,272 | 32,365 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,005,948 | 35,141 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,729,163 | 38,210 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $9,245,895 | 43,506 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $11,743,705 | 51,961 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $11,637,180 | 53,218 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $11,994,132 | 53,241 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $10,708,709 | 50,022 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,446,457 | 48,523 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,173,232 | 46,640 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,361,260 | 43,654 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,148,628 | 9,950 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||