Life Planning Partners, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1910934
JACKSONVILLE, FL
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,287,871
+$125,993 QoQ
Shares Held
8,735
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,287,871 | 8,735 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,161,878 | 8,381 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,638,917 | 10,378 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,499,428 | 10,547 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,428,162 | 10,950 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,614,246 | 10,880 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,600,058 | 10,961 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,412,612 | 11,065 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,244,296 | 9,818 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,892,877 | 8,873 | Shares | Sole | 2024-01-19 | |
| 2022-09-30 | $1,111,075 | 6,501 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,103,670 | 6,267 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,268,951 | 5,971 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,148,350 | 5,081 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||