MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1607355
GLASTONBURY, CT
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$90,936
+$12,360 QoQ
Shares Held
300
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#332
of 353 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,936 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $78,576 | 300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $77,385 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $76,284 | 300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $71,094 | 300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $95,796 | 432 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $100,917 | 420 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $99,628 | 420 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,576 | 420 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $68,577 | 300 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $63,999 | 300 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $56,721 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $59,667 | 300 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $56,868 | 300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $55,062 | 300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $51,273 | 300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $52,833 | 300 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $63,756 | 300 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||