RETIREMENT CAPITAL STRATEGIES
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1672681
SAN JOSE, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,929
+$37,368 QoQ
Shares Held
907
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#465
of 556 holders
Holding Since
Jun 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,929 | 907 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $237,561 | 907 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233,960 | 907 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $230,631 | 907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $214,940 | 907 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $201,127 | 907 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $217,933 | 907 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $215,149 | 907 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $207,331 | 907 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $217,195 | 1,022 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $230,982 | 1,022 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $223,480 | 1,022 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $230,236 | 1,022 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $218,789 | 1,022 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $275,666 | 1,416 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $217,780 | 1,416 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $229,946 | 1,578 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||