Laurel Wealth Planning LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1842010 EDINA, MN

Position in VB

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$1,069,943

+$13,638 QoQ

Shares Held

4,085

-0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.94%

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	$1,069,943	4,085	-0.2%	Shares	Sole	2026-04-23
2025-12-31	$1,056,305	4,095	-4.2%	Shares	Sole	2026-01-23
2025-09-30	$1,087,047	4,275	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$1,008,823	4,257	-1.2%	Shares	Sole	2025-08-08
2025-03-31	$955,742	4,310	-2.2%	Shares	Sole	2025-04-24
2024-12-31	$1,058,673	4,406	-6.0%	Shares	Sole	2025-02-03
2024-09-30	$1,111,803	4,687	+1.2%	Shares	Sole	2024-10-28
2024-06-30	$1,009,961	4,632	-27.4%	Shares	Sole	2024-07-25
2024-03-31	$1,457,947	6,378	-2.9%	Shares	Sole	2024-04-22
2023-12-31	$1,401,151	6,568	-12.1%	Shares	Sole	2024-02-09
2023-09-30	$1,413,487	7,476	-16.0%	Shares	Sole	2023-10-27
2023-06-30	$1,769,325	8,896	-14.1%	Shares	Sole	2023-07-19
2023-03-31	$1,964,220	10,362	-19.1%	Shares	Sole	2023-04-18
2022-12-31	$2,350,229	12,805	-5.6%	Shares	Sole	2023-02-02
2022-09-30	$2,318,906	13,568	+11.7%	Shares	Sole	2022-11-02
2022-06-30	$2,139,208	12,147	-15.3%	Shares	Sole	2022-08-09
2022-03-31	$3,047,961	14,342	-9.2%	Shares	Sole	2022-04-28
2021-12-31	$3,570,053	15,796	-13.1%	Shares	Sole	2022-02-01
2021-09-30	$3,976,732	18,186	-5.4%	Shares	Sole	2021-11-12
2021-06-30	$4,332,810	19,233	-5.2%	Shares	Sole	2021-08-09
2021-03-31	$4,343,255	20,288	+7.8%	Shares	Sole	2021-05-06
2020-12-31	$3,662,514	18,813	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.