Stonebridge Financial Planning Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1802494
ORLANDO, FL
Position in VB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$714,779
+$19,862 QoQ
Shares Held
2,729
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $714,779 | 2,729 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $694,917 | 2,694 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $685,030 | 2,694 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $541,736 | 2,286 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $524,660 | 2,366 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $528,375 | 2,199 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $526,131 | 2,218 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $510,649 | 2,342 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $557,073 | 2,437 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $495,352 | 2,322 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||