WALLER FINANCIAL PLANNING GROUP, INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1736079
COLUMBUS, OH
Position in VB
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$8,239,217
-$260,751 QoQ
Shares Held
31,457
-4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.42%
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 | $8,239,217 | 31,457 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $8,499,968 | 32,952 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,255,792 | 36,400 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,690,530 | 36,672 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $7,035,462 | 31,727 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $8,761,329 | 36,463 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $8,169,749 | 34,441 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $7,558,574 | 34,666 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $8,049,339 | 35,213 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $7,815,344 | 36,635 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $6,786,100 | 35,892 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $7,173,763 | 36,069 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $6,433,855 | 33,941 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,161,547 | 39,019 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $6,936,895 | 40,588 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,806,299 | 38,648 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,797,571 | 36,691 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,485,451 | 33,120 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,920,905 | 31,650 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,047,659 | 31,284 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,706,056 | 31,325 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,281,934 | 32,268 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,986,042 | 32,419 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,758,486 | 32,655 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $4,601,784 | 39,863 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||