PLANWISER FINANCIAL, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2043741
COLORADO SPRINGS, CO
Position in VB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,680,216
-$69,200 QoQ
Shares Held
6,415
-5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
87.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,680,216 | 6,415 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,749,416 | 6,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,533,308 | 6,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,476,859 | 6,232 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,379,728 | 6,222 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||