Elser Financial Planning, Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2028202
INDIANAPOLIS, IN
Position in VB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$2,102,169
-$137,094 QoQ
Shares Held
8,026
-7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | $2,102,169 | 8,026 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,239,263 | 8,681 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,594,164 | 10,202 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,890,682 | 12,198 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,109,415 | 5,003 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,202,120 | 5,003 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,186,761 | 5,003 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,090,854 | 5,003 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||