Center for Financial Planning, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1803557
SOUTHFIED, MI
Position in VB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$66,892,272
+$1,063,691 QoQ
Shares Held
255,392
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
26.90%
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 | $66,892,272 | 255,392 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $65,828,581 | 255,199 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $64,508,546 | 253,691 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $62,202,036 | 262,478 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $34,408,282 | 155,167 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $36,506,220 | 151,932 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $35,223,312 | 148,490 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $31,761,450 | 145,668 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $32,193,472 | 140,835 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $28,100,254 | 131,722 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $21,440,916 | 113,402 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $21,935,180 | 110,288 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $20,655,594 | 108,966 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $19,939,418 | 108,638 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $18,300,700 | 107,078 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $18,476,052 | 104,912 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,231,955 | 114,022 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $24,304,437 | 107,537 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $23,187,110 | 106,037 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $22,841,589 | 101,392 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $21,491,919 | 100,392 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $20,004,343 | 102,755 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,001,044 | 104,038 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,740,598 | 101,157 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $9,864,463 | 85,451 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||