Fee-Only Financial Planning, L.C.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1954044
OKATIE, SC
Position in VB
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$11,259,678
+$23,376 QoQ
Shares Held
42,989
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
33.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | $11,259,678 | 42,989 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,236,302 | 43,560 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,139,243 | 43,807 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,384,226 | 43,819 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,630,380 | 43,429 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,516,094 | 43,766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,416,839 | 43,914 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,550,370 | 43,801 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,104,820 | 44,205 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,522,624 | 44,638 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,403,594 | 44,447 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $8,822,959 | 44,361 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $8,421,392 | 44,426 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $8,151,745 | 44,414 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||