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Sequent Planning LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 2009724 OMAHA, NE

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$681,110
+$135,007 QoQ
Shares Held
2,247
+7.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#363
of 556 holders
Holding Since
Mar 2024
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
2026-06-30 $681,110 2,247
2026-03-31 $546,103 2,085
2025-12-31 $510,998 1,981
2025-09-30 $449,312 1,767
2025-06-30 $444,337 1,875
2025-03-31 $345,930 1,560
2024-12-31 $374,356 1,558
2024-09-30 $369,573 1,558
2024-06-30 $269,715 1,237
2024-03-31 $272,707 1,193