Retirement Solution LLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 1914606
REDMOND, WA
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$311,910
+$87,445 QoQ
Shares Held
1,029
+20.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#450
of 556 holders
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,910 | 1,029 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $224,465 | 857 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $220,547 | 855 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $215,120 | 846 | Shares | Sole | 2026-02-27 | |
| 2024-12-31 | $203,276 | 846 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $270,182 | 1,139 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $244,640 | 1,122 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||