BEACON FINANCIAL PLANNING, INC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1966066
HYANNIS, MA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$9,191,034
+$1,997,067 QoQ
Shares Held
35,091
+25.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.71%
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 | $9,191,034 | 35,091 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,193,967 | 27,889 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,755,202 | 26,566 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,317,412 | 26,658 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,077,945 | 27,409 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,019,494 | 25,052 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,220,992 | 22,010 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,298,004 | 19,712 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,250,173 | 18,593 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,617,010 | 16,955 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,232,340 | 17,096 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,039,039 | 15,280 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,688,339 | 14,182 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,476,505 | 13,493 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||