Compound Planning, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1978879
NEW YORK, NY
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,918,922
-$4,023,602 QoQ
Shares Held
137,137
-11.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,918,922 | 137,137 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,942,524 | 154,846 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $38,471,292 | 151,295 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,606,552 | 137,592 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,633,320 | 111,086 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,550,803 | 98,014 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,519,139 | 86,502 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,980,656 | 68,706 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $11,023,981 | 48,226 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,643,247 | 49,891 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||