SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1766995
EAGLE, ID
Position in VB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,523,337
+$203,335 QoQ
Shares Held
9,634
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,523,337 | 9,634 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,320,002 | 8,994 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,349,801 | 9,241 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,240,408 | 9,454 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $638,418 | 2,879 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $594,693 | 2,475 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $540,364 | 2,278 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $388,765 | 1,783 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $407,118 | 1,781 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $349,434 | 1,638 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $309,696 | 1,638 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $325,781 | 1,638 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||