ZynergyRetirementPlanningLLC
PensionPosition in VB — Vanguard Morningstar Small-Cap ETF
CIK 2031137
RED BANK, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$354,639
+$5,375 QoQ
Shares Held
1,354
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.63%
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 | $354,639 | 1,354 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $349,264 | 1,354 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $344,295 | 1,354 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $320,870 | 1,354 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $313,111 | 1,412 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $339,275 | 1,412 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $334,940 | 1,412 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $311,361 | 1,428 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||