Tempus Wealth Planning, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1806428
IRVINE, CA
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$353,853
+$204 QoQ
Shares Held
1,351
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,853 | 1,351 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $353,649 | 1,371 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $347,600 | 1,367 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $317,790 | 1,341 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $297,366 | 1,341 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $309,480 | 1,288 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $312,642 | 1,318 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $286,722 | 1,315 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $228,818 | 1,001 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $213,543 | 1,001 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $201,276 | 1,012 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $240,804 | 1,312 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $257,390 | 1,506 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,105,188 | 4,890 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,072,357 | 4,904 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $949,555 | 4,215 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,521,466 | 7,107 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||