XY Planning Network, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1873438
BOZEMAN, MT
Position in VB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$349,663
+$6,590 QoQ
Shares Held
1,335
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,663 | 1,335 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $343,073 | 1,330 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||