Essential Planning, LLC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1949824
PORTSMOUTH, NH
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$353,330
+$3,550 QoQ
Shares Held
1,349
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,330 | 1,349 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $349,780 | 1,356 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $382,945 | 1,506 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $356,891 | 1,506 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $333,955 | 1,506 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,162,520 | 9,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $350,121 | 1,476 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $321,827 | 1,476 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||