Capital Planning LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1790688 BELLEVUE, WA

Position in VB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$10,932,016

-$676,765 QoQ

Shares Held

41,738

-7.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

13.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,932,016	41,738	-7.3%	Shares	Sole	2026-04-30
2025-12-31	$11,608,781	45,004	+0.9%	Shares	Sole	2026-01-23
2025-09-30	$11,336,310	44,582	+2.1%	Shares	Sole	2025-10-22
2025-06-30	$10,349,153	43,671	-0.7%	Shares	Sole	2025-07-21
2025-03-31	$9,751,899	43,977	-2.1%	Shares	Sole	2025-04-29
2024-12-31	$10,796,981	44,935	+0.5%	Shares	Sole	2025-01-15
2024-09-30	$10,608,980	44,724	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$9,680,757	44,399	+0.9%	Shares	Sole	2024-07-12
2024-03-31	$10,056,359	43,993	+8.1%	Shares	Sole	2024-04-12
2023-12-31	$8,684,024	40,707	+8.8%	Shares	Sole	2024-01-23
2023-09-30	$7,070,839	37,398	+0.3%	Shares	Sole	2023-10-23
2023-06-30	$7,414,420	37,279	+1.0%	Shares	Sole	2023-07-14
2023-03-31	$6,999,692	36,926	+3.7%	Shares	Sole	2023-04-28
2022-12-31	$6,532,739	35,593	+2.9%	Shares	Sole	2023-01-27
2022-09-30	$5,909,725	34,578	+8.2%	Shares	Sole	2022-11-07
2022-06-30	$5,626,010	31,946	-1.4%	Shares	Sole	2022-07-22
2022-03-31	$6,885,435	32,399	+3.3%	Shares	Sole	2022-04-22
2021-12-31	$7,085,187	31,349	+1.6%	Shares	Sole	2022-01-31
2021-09-30	$6,747,718	30,858	+1.6%	Shares	Sole	2021-10-19
2021-06-30	$6,844,006	30,380	+1.0%	Shares	Sole	2021-07-21
2021-03-31	$6,436,743	30,067	+10.3%	Shares	Sole	2021-04-22
2020-12-31	$5,308,534	27,268	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.