Golden Bell Financial Planning LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2044309
ALPHARETTA, GA
Position in VB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$431,120
-$172 QoQ
Shares Held
1,646
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $431,120 | 1,646 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $431,292 | 1,672 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $441,175 | 1,735 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $390,780 | 1,649 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $400,037 | 1,804 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $445,479 | 1,854 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||