MPS Loria Financial Planners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1716180
Burr Ridge, IL
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$40,425,518
+$1,258,391 QoQ
Shares Held
154,343
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
23.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,425,518 | 154,343 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $39,167,127 | 151,840 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $38,008,502 | 149,475 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $34,679,416 | 146,339 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $33,305,519 | 150,194 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $34,147,392 | 142,115 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $33,848,443 | 142,694 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $30,225,140 | 138,622 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||