Keener Financial Planning LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2004495
KELLER, TX
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$396,808
+$3,951 QoQ
Shares Held
1,515
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
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 | $396,808 | 1,515 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $392,857 | 1,523 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $385,234 | 1,515 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $359,024 | 1,515 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $335,951 | 1,515 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $364,024 | 1,515 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $367,912 | 1,551 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $344,503 | 1,580 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $361,172 | 1,580 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $337,061 | 1,580 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||