RCS Financial Planning, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1963347
ANNAPOLIS, MD
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$559,723
+$63,944 QoQ
Shares Held
2,137
+11.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,723 | 2,137 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $495,779 | 1,922 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $442,701 | 1,741 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $366,134 | 1,545 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $252,573 | 1,139 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $261,424 | 1,088 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $211,591 | 892 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $200,473 | 877 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||